Can I filter for specific types of contracts?

Yes, you can filter contracts based on their types in PandaDoc. Specify the types, and DryMerge will apply the filters.

Can I assign different milestones to different team members?

Certainly. You can assign milestones to specific team members depending on the contract type. Describe your criteria, 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 team leads who need to ensure that milestones are created and tracked in alignment with new contracts.

PandaDoc + Teamwork

Create Teamwork Milestones for New PandaDoc Contracts

Automate milestone creation in Teamwork when new contracts are created in PandaDoc. This ensures that project milestones are aligned with new contractual agreements.

New Contract Created

Triggers when a new contract is created in PandaDoc.

Create Milestone

Creates a milestone in Teamwork related to the new contract.

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

or pick a common variation below

Create Teamwork Tasks for New PandaDoc Documents

PandaDoc + Teamwork

Create Teamwork Tasks from PandaDoc Meeting Notes

PandaDoc + Teamwork

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Teamwork milestones for new PandaDoc contracts"

Create Teamwork milestones for new PandaDoc contracts

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.