Smartsheet + PandaDoc Integration | Automate Document Workflows

Explore Triggers and Actions

New Row Added (Instant)

Trigger new event when a row is added to a sheet.

New Comment Added (Instant)

Trigger new event when a comment is added in a sheet.

New Row Deleted (Instant)

Trigger new event when a row is deleted from a sheet.

New Row Updated (Instant)

Trigger new event when a row is upedated in a sheet.

Create Folder

Create a new folder to store your documents.

Get Document Details

Return detailed data about a document.

Create or Update Contact

This method adds or updates a contact using the email as index.

Get Document Status

Get basic status info about a document.

List Contacts

List all contacts within an account.

List Document Attachments

Returns a list of attachments associated with a specified document.

List Documents

List documents, optionally filtering by a search query or tags.

List Folders

List folders which contain Documents.

Send Document

Move a document to sent status and send an optional email.

How it works

Add your support channel as a trigger

Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.

Connect your apps

Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.

Connect it to your tools

Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

What can Ayudo do with Smartsheet and Pandadoc?

The Smartsheet and PandaDoc integration empowers teams to streamline contract creation, approval, and management directly from Smartsheet. Automatically generate PandaDoc documents using Smartsheet data, track document status in real-time, and accelerate your sales and operations processes with fewer manual steps. This integration ensures your teams stay aligned and close deals faster by combining Smartsheet’s powerful project management with PandaDoc’s intuitive document automation.

Frequently asked questions

How does the Smartsheet and PandaDoc integration work?

The integration allows you to automatically create PandaDoc documents from Smartsheet rows, populate templates with your sheet data, send documents for e-signature, and track their status—all without leaving Smartsheet.

What are the key benefits of integrating Smartsheet with PandaDoc?

Key benefits include reducing manual data entry, accelerating contract turnaround times, improving document accuracy, gaining real-time visibility into document status, and enhancing collaboration across teams.

Do I need technical skills to set up the integration?

No technical expertise is required. The integration can be set up using pre-built connectors or through Smartsheet’s automation workflows combined with PandaDoc’s API, guided by step-by-step instructions.

Can I customize the PandaDoc templates with Smartsheet data?

Yes, you can map Smartsheet columns to specific fields in your PandaDoc templates, allowing for dynamic and personalized document generation tailored to your business needs.

Is the integration secure and compliant with data privacy standards?

Absolutely. Both Smartsheet and PandaDoc adhere to industry-leading security protocols and compliance standards, ensuring your data remains protected throughout the document lifecycle.

Smartsheet and Pandadoc Integration

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Smartsheet and Pandadoc?

Frequently asked questions

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