Can I filter proposals by amount or type before creating plans?

Yes, you can set filters based on proposal amounts or types to determine which proposals trigger project plan creation.

Can I customize the project plan's details in ClickUp?

Yes, you can customize details like task lists, start dates, and assignees.

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

Project managers use this to quickly initiate project planning after client proposal approvals, speeding up the transition to execution.

Home Contact Pricing Apps Blog

ClickUp + PandaDoc

Generate Project Plans in ClickUp from Approved PandaDoc Proposals

This automation helps you kickstart project planning by generating a project plan in ClickUp for each approved proposal in PandaDoc, ensuring a seamless transition from proposal to execution.

Proposal Approved

Triggers when a proposal is approved in PandaDoc.

Create ClickUp Project Plan

Creates a project plan in ClickUp for the approved proposal.

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

or pick a common variation below

Create ClickUp Milestone from Approved PandaDoc Documents

ClickUp + PandaDoc

Generate Contract Tasks in ClickUp from New PandaDoc Contracts

ClickUp + PandaDoc

Generate Summary Tasks in ClickUp for New PandaDoc Notes

ClickUp + PandaDoc

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Generate project plans in ClickUp from approved PandaDoc proposals"

Generate project plans in ClickUp from approved PandaDoc proposals

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 ClickUp + PandaDoc.

Create Task

Creates a new task in Clickup

Create Task Comment

Adds a comment to a Clickup task

Create Time Entry

Creates a new time entry for a Clickup task

Update Task

Updates an existing task in Clickup

Create Folder

Creates a new folder in Clickup

Create List

Creates a new list in Clickup

List Spaces

Lists all Clickup spaces

Get Task Comments

Gets comments for a Clickup task

Search Tasks

Searches for tasks in ClickUp based on criteria

New ClickUp Task

Triggers when a new ClickUp task is created

ClickUp Task Changes

Triggers when a ClickUp task is updated

New Document Created

Triggers when a new document is created in PandaDoc

App details

ClickUp

ClickUp is an all-in-one productivity platform for planning, tracking, and collaborating on projects. Manage tasks, docs, goals, and more in a customizable workspace.

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.