Can I filter for specific templates?

Yes, you can filter based on specific templates used in PandaDoc. Specify the templates, and DryMerge will apply the necessary filters.

Can I customize the task lists for different templates?

Certainly. You can create customized task lists for each template based on your requirements. Describe the tasks needed, and DryMerge will set it up for you.

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

This automation is useful for project managers and team leads to ensure that standardized processes are followed whenever specific templates are used.

PandaDoc + Teamwork

Generate Task Lists from PandaDoc Templates

Automatically create a list of tasks in Teamwork whenever a new template is used in PandaDoc. This helps streamline repetitive work and keeps the team aligned with standardized processes.

New Template Used

Triggers when a new template is used in PandaDoc.

Generate Task List

Creates a list of predefined tasks in Teamwork based on the template.

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

or pick a common variation below

Create Teamwork Tasks from PandaDoc Meeting Notes

PandaDoc + Teamwork

Notify Project Teams of New PandaDoc Signatures

PandaDoc + Teamwork

Create Teamwork Tasks for New PandaDoc Documents

PandaDoc + Teamwork

How to use DryMerge

Ask for what you want.

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

Generate task lists from PandaDoc 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 + 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.