PandaDoc + Productboard

Convert PandaDoc Quotes to Productboard Tasks

Turn approved quotes from PandaDoc into actionable tasks in Productboard automatically. This helps ensure that every approved quote is followed with proper action steps in the product management process.

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Approved PandaDoc Quote

Triggers when a quote is approved in PandaDoc.

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Create Productboard Task

Creates an actionable task in Productboard.

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Convert PandaDoc quotes to Productboard tasks"

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Convert PandaDoc quotes to Productboard 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.

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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.

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Our Capabilities

See what DryMerge can do with PandaDoc + Productboard.

App details

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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.

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Productboard

Productboard is a product management system that helps teams understand what customers need, prioritize what to build, and rally everyone around the roadmap. Gather insights, prioritize features, and share product plans.

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