Can I filter for agreements from specific clients?

Yes, you can filter agreements based on client details. Specify the client criteria, and DryMerge will apply the necessary filters.

Can I include specific details in the report?

Certainly. You can customize the report to include specific details from the completed agreements. Describe your needs, and DryMerge will configure the report accordingly.

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

This automation is utilized by project managers and administrators to maintain thorough and accessible records of completed agreements for future reference.

PandaDoc + Teamwork

Generate Reports for Completed PandaDoc Agreements in Teamwork

Keep comprehensive records by generating reports in Teamwork for completed agreements in PandaDoc. This helps maintain thorough documentation and easy access to agreement summaries.

Agreement Completed

Triggers when an agreement is completed in PandaDoc.

Generate Report

Generates a report in Teamwork for the completed agreement.

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

or pick a common variation below

Archive PandaDoc Agreements in Teamwork Projects

PandaDoc + Teamwork

Notify Teams of Pending PandaDoc Signatures in Teamwork

PandaDoc + Teamwork

Send Reminders for PandaDoc Expiring Documents in Teamwork

PandaDoc + Teamwork

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Generate reports for completed PandaDoc agreements in Teamwork"

Generate reports for completed PandaDoc agreements in Teamwork

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.