Connect PandaDoc to Microsoft Excel
Send PandaDoc contacts, members, documents and 11 more data types to Microsoft Excel on a schedule. Filter by date. Refresh as often as every 15 minutes.
PandaDoc reporting
How to connect PandaDoc and Microsoft Excel
4 steps. You can preview the PandaDoc data in Coupler.io before anything reaches Microsoft Excel.
Step 1 of 4
Connect PandaDoc
Enter your PandaDoc API key. You only do this once per account.
Step 2 of 4
Choose what to export
Pick the PandaDoc data you want in Microsoft Excel.
Show 6 more data types Show fewer data types
Step 3 of 4
Connect Microsoft Excel
Sign in with your Microsoft account, then pick the workbook in OneDrive and the sheet for the PandaDoc data.
Step 4 of 4
Choose a write mode and schedule
Every run either replaces or appends the data in Microsoft Excel. Run it as often as every 15 minutes.
Each run wipes the previous data and writes fresh PandaDoc data.
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14 data types, including Contacts, Members, Documents, Document attachments and Document fields.
With your PandaDoc API key, entered once when you add the connection.
Yes. Set the start date to cover the period you need.
An .xlsx workbook in OneDrive or OneDrive for Business, under 25 MB, that your Microsoft account can edit. Macro-enabled .xlsm files aren't supported.
Up to 1,048,576 rows per sheet. With Append, a run fails once the sheet reaches that limit, so filter PandaDoc by date or switch to Replace.
On a schedule you choose, from monthly down to every 15 minutes, depending on your Coupler.io plan.
Yes. Add more sources to the same data flow, for example Pipedrive or Calendly, and join or append them before the data reaches Microsoft Excel.
