Create and send a PandaDoc document from a new row in a Microsoft 365 Excel worksheet

First, we need to connect Microsoft Excel and PandaDoc to Make.com.

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  Create Make.com account.

  Create Make.com account if you don't have one.

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  Connect Microsoft Excel to Make.com.

  Give Make.com access to your Microsoft Excel account, using Microsoft Excel credentials.

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  Connect PandaDoc to Make.com.

  Give Make.com access to your PandaDoc account, using PandaDoc credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.

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  Set up a Trigger action for Microsoft Excel

  Choose the following trigger: Watch Worksheet Rows (Triggers when a new row is added to a worksheet.).

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  Then set up an Action for PandaDoc

  Choose this action: Create a Document (Creates a new document.).

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  Then set up another Action for Microsoft Excel

  Choose this action: Update a Worksheet Row (Updates an existing worksheet row.).

Finally, we need to test this automation and publish it.

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  Customize data flow

  Configure the data that is exchanged between Microsoft Excel and PandaDoc.

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  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Create and send a PandaDoc document from a new row in a Microsoft 365 Excel worksheet!