How can I filter for only specific types of documents?

You can filter the documents by their type, client, or creation date. Provide the criteria, and DryMerge will set up the necessary filters.

Can I use Excel instead of Google Sheets?

Yes, you can use Excel to track the documents. Specify the changes needed, and DryMerge will configure it for Excel.

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

Office administrators and document controllers use this automation to maintain a comprehensive log of all documents handled through PandaDoc.

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Google Drive + PandaDoc

Generate Google Sheets for Tracking PandaDoc Documents

Ensure every document in PandaDoc is tracked by creating and updating a Google Sheet with essential details whenever new documents are created or signed.

New or Signed Document

Triggers when a document is created or signed in PandaDoc

Update Google Sheet

Updates a Google Sheet with details of the document

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

or pick a common variation below

Convert Signed Documents to PDFs in Google Drive

Google Drive + PandaDoc

Organize Client Folders in Google Drive for Each New Proposal

Google Drive + PandaDoc

Email Notifications for Exceeded Contract Value in PandaDoc

Google Drive + PandaDoc

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Generate Google sheets for tracking PandaDoc documents"

Generate Google sheets for tracking PandaDoc documents

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 Drive + PandaDoc.

Create Drive Folder

Creates a new Google Drive folder

Delete Drive Folder

Deletes an existing Google Drive folder

Read Drive Folder

Reads details of a Google Drive folder

Search Drive

Searches Google Drive

Create Google Drive File

Creates a new file in Google Drive

Move Drive File

Moves a file to a different folder in Google Drive

List Google Drive Folders

Lists folders in Google Drive, optionally within a specific parent folder

New Google Drive Document

Triggers when a new Google Drive document is created

New Google Drive Folder

Triggers when a new Google Drive folder is created

New Google Drive File

Triggers when a new file is created in Google Drive

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

App details

Google Drive

Google Drive is a cloud storage service for storing, accessing, and sharing files. Upload, organize, and manage files, and trigger workflows based on file events.

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.