Can I filter for documents based on client names?

Yes, you can filter for documents based on client names. Specify the criteria, and DryMerge will apply the filters.

Can I attach documents to specific subtasks instead?

Of course. You can configure the automation to attach documents to specific subtasks in Teamwork. Describe your requirements, and DryMerge will set it up accordingly.

Which people use this automation? What do they use it for?

This automation is useful for project managers and administrators who need to keep all project-related documents organized and easily accessible.

PandaDoc + Teamwork

Attach Signed PandaDoc Documents to Teamwork Tasks

Keep all your documents organized by automatically attaching signed PandaDoc documents to the relevant tasks in Teamwork. This helps streamline document management and ensures easy access to signed agreements.

New Document Signed

Triggers when a document is signed in PandaDoc.

Attach Document

Attaches the signed document to the relevant task in Teamwork.

See more PandaDoc to Teamwork integrations or use AI to customize your automation.

or pick a common variation below

Track PandaDoc Document Status in Teamwork

PandaDoc + Teamwork

Create PandaDoc Document Drafts for New Teamwork Tasks

PandaDoc + Teamwork

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Attach signed PandaDoc documents to Teamwork tasks"

Attach signed PandaDoc documents to Teamwork tasks

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with PandaDoc + Teamwork.

App details

PandaDoc

PandaDoc is a document automation software. Create, send, track, and e-sign documents, proposals, and contracts to streamline your document workflow and close deals faster.

Teamwork

Teamwork is a project management and team collaboration platform. Manage projects, tasks, and resources, track time, and collaborate with team members to improve productivity and efficiency.