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

Make.com3 modulesv1.0

Every time you add a new row to your Microsoft 365 Excel worksheet, Make will create and send a PandaDoc document from a template and update the Microsoft 365 Excel worksheet. You have to create a PandaDoc template beforehand with your own tokens. Your Microsoft 365 Excel worksheet has to contain headers. The template uses [this worksheet](https://1drv.ms/x/s!AjJKBs6vWrtygQtSj2XF4pk_WMI1?e=EHqBVp).

How to import this Make.com workflow

1. 1

   Download the blueprint JSON file after purchase.

2. 2

   Open Make.com → go to Scenarios → click Import Blueprint.

3. 3

   Select the downloaded JSON file and confirm.

4. 4

   Connect your app credentials in each module.

5. 5

   Run once manually to test, then activate the schedule.