How can I filter for proposals from specific clients?

Specify which clients’ proposals you are interested in, and DryMerge will only create tasks for those.

Can I set due dates for follow-up tasks?

Yes, you can specify due dates for tasks based on your follow-up schedule, and DryMerge will add them for you.

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

Consultants use this automation to manage and track the status of project proposals and necessary follow-ups.

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Google Tasks + PandaDoc

Follow Up on Pandadoc Proposals with Google Tasks

For consultants, this automation creates a task in Google Tasks when a project proposal is uploaded in Pandadoc, helping to track proposal statuses and ensure follow-ups.

Proposal Uploaded

Triggers when a project proposal is uploaded.

Create Follow-Up Task

Creates a follow-up task for the proposal.

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

or pick a common variation below

Follow Up on Pandadoc Contract Renewals with Google Tasks

Google Tasks + PandaDoc

Manage Pandadoc Revision Requests with Google Tasks

Google Tasks + PandaDoc

Follow Up on Legal Documents with Google Tasks

Google Tasks + PandaDoc

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Follow up on pandadoc proposals with Google Tasks"

Follow up on pandadoc proposals with Google 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 Google Tasks + PandaDoc.

List Google Task Lists

Lists all Google Task lists for the authenticated user

Create Google Task List

Creates a new Google Task list with a specified title

Search Google Tasks

Searches for tasks within a specified Google Task list using a query

List Google Tasks

Lists all tasks in a specified Google Task list

Create Google Task

Creates a new task in a specified Google Task list

New Google Task

Triggers when a new Google Task is created

New Document Created

Triggers when a new document is created in PandaDoc

Document Status Changed

Triggers when the status of a document changes in PandaDoc

New Template Created

Triggers when a new template is created in PandaDoc

New Document Sent

Triggers when a new document is sent in PandaDoc

New Document Viewed

Triggers when a document is viewed in PandaDoc

New Document Completed

Triggers when a document is completed in PandaDoc

App details

Google Tasks

Google Tasks is a task management tool integrated with Google Workspace. Create, manage, and organize to-do lists, set due dates, and sync tasks across devices to stay on top of your work.

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.