Google Sheets integration
With our Google Sheets integration, you can use the data from your own Sheets to populate recipients’ or project data and easily create and send multiple documents at once.
Availability: Business and Enterprise plans, and a volume package for an additional fee. This feature is unavailable to accounts using a 14-day trial.
Note:You can send a maximum of 1000 documents per hour, and you’ll be unable to use the same email address for different recipients.
The process is simple:
- Prepare a template using PandaDoc
- Open your Google Sheet, then select your new template in PandaDoc in the right-side panel
- Match variables in your template with columns in your Sheets — these variables will auto-fill
- Name each document and add a message to your recipients
- Preview the document, then send it
Now let’s dig deeper…
Warning:PandaDoc reserves the right to temporarily suspend this feature if we see unreasonable usage that adversely impacts deliverability for all PandaDoc users.
Connect PandaDoc to Google Sheets
- Open Sheets, then select the plus sign (Get add-ons).
- Find PandaDoc on Google Workspace Marketplace, then select Install.
- Locate the installed PandaDoc add-on in your Sheets in the right-side panel.
- Connect Sheets to your PandaDoc account by opening a Sheet, then selecting the PandaDoc icon on the right.
- Select Log in if you already have an account with PandaDoc. If you don’t, select Sign up.
- Authorize access to your PandaDoc account.
Select the source sheet
First, select Get Started. Next, select a source sheet with the data that will auto-fill variables in your template. You can easily switch between the sheets by selecting their titles.
Choose a template
Select Next, then select a template.
Note:Your template must have at least one role, and all fields in your template must be assigned to a role (or roles).
If you’d like to create a new template, select Template gallery to open a list of PandaDoc templates in a new tab. From here, select Create and choose one of these options:
- Upload one of your existing templates to PandaDoc by simply dragging and dropping a PDF or Word file into the upload area
- Click +Blank to create a template from scratch using the PandaDoc editor
- Select a template in our Template gallery
Match recipients and variables
Select Next, then the variable dropdown. Once you’re here, select the column to be used to auto-fill data in the variable.
Note:If you decide to add more columns to your spreadsheet at this step, you’ll need to refresh the page or return to the previous step to make newly added columns appear in the variables dropdown
Warning:Make sure you match all variables with columns from your spreadsheet! Otherwise, variables won’t auto-fill.
If you see a message that says, “Please match the required column,” either add a column for it in your spreadsheet and match it with the appropriate variable, or open the selected template in PandaDoc and delete the unnecessary role. Please note that you need to have at least one role in your template.
Tip:Select the “Back” arrow in the top left of the PandaDoc panel within your spreadsheet to open a template in a new tab, then select the preview button next to its name.
Select processing rows
Select Next, then any rows in your sheet you’ll use to auto-fill documents. You can either process all rows in your sheet, or create a filter to process specific rows.
Prepare to send
Select Next, then add a subject and a message to accompany the documents.
Note:Variables are unavailable to use in a document’s subject or message.
Select Preview to open a draft document in a new tab, or select Download to review the final version of your document as a PDF.
Finally, select Send document.
Select Go to documents to open the sent documents within their PandaDoc folder.
Once your documents are sent, two new columns — one containing the document URL, and another denoting document status — will be automatically added to the spreadsheet.