Bulk document creation with Google sheet

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Gabrielle Boo d'Arc

• January 05, 2023 16:39

Hey, 

I would like to use the integration between google sheet and pandadoc to do bulk generation of documents :

I have a google sheet with 1 line per client and some variables in columns

Can I create a Pandadoc template, and use the integration between Pandadoc and Gsheet to send X documents personalized with the variables of the Gsheet ? 

 

Thanks a lot!

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• Official comment

  

  Christopher Ragland

  • January 05, 2023 21:42

  Hello Gabrielle, 

  Thanks for your post here in the Forums! 

  It sounds like you are referring to our Bulk Send feature. Bulk Send is available with our Business and Enterprise plans. 

  To use Bulk Send you need a Template, which you mentioned, and a CSV file that you can download from the Google Sheet. We actually recommend using Google Sheets to create and download the CSV file, so it's great you are already using it. 

  You will want to view our Help Center article on Bulk Send to review the requirements needed for the CSV file. 

  Thank you for choosing PandaDoc!

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