How can I filter tasks to generate documents only for certain projects?

DryMerge allows you to filter tasks based on project names or other criteria. Specify the filtering details, and DryMerge will apply them to the document generation process.

Can I use my own templates in PandaDoc?

Yes, you can use your own document templates in PandaDoc. Provide the template details, and DryMerge will integrate them into the workflow.

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

This automation is beneficial for project managers and team leads who need to generate consistent documents quickly based on task creation.

PandaDoc + Wrike

Generate PandaDoc Documents from Wrike Task Templates

Streamline your documentation process by creating PandaDoc documents from predefined templates whenever a new task is created in Wrike. Save time and maintain consistency in your document creation.

New Task Created

Triggers when a new task is created in Wrike.

Create Document from Template

Generates a new document in PandaDoc using a template.

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

or pick a common variation below

Organize PandaDoc Document Folders in Wrike

PandaDoc + Wrike

Monitor PandaDoc Document Completion in Wrike

PandaDoc + Wrike

Track PandaDoc Document Views in Wrike

PandaDoc + Wrike

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Generate PandaDoc documents from Wrike task templates"

Generate PandaDoc documents from Wrike task templates

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 + Wrike.

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.

Wrike

Wrike is a versatile work management platform for teams of all sizes. Plan projects, streamline workflows, and collaborate in real-time to enhance team productivity and visibility.