How can I filter for high-priority documents?

DryMerge allows you to filter documents based on priority status. Specify which priority levels you consider high, and DryMerge will filter accordingly.

Can I adjust the lead time for expiry notifications?

Yes, you can specify the lead time for notifications. Indicate how many days in advance you want to be notified, and DryMerge will set it up.

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

This automation is popular among legal and compliance officers who need to ensure that important documents are renewed or acted upon before they expire.

PandaDoc + Wrike

Track Expiring PandaDoc Documents in Wrike

Never miss a deadline by tracking the expiration dates of your PandaDoc documents in Wrike. This helps you stay proactive and ensures timely follow-ups.

Document Expiry

Triggers when a document is about to expire in PandaDoc.

Add Expiry Task

Creates a task in Wrike to track the expiring document.

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

or pick a common variation below

Track PandaDoc Document Views in Wrike

PandaDoc + Wrike

Generate PandaDoc Documents from Wrike Task Templates

PandaDoc + Wrike

Organize PandaDoc Document Folders 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, "Track expiring PandaDoc documents in Wrike"

Track expiring PandaDoc documents in Wrike

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.