How can I filter proposals based on project size?

DryMerge allows you to filter proposals based on criteria such as project size in Pandadoc. Specify your criteria and the automation will be filtered accordingly.

Can I use this with other budgeting tools instead of Xero?

Yes, you can use this with other budgeting tools like FreshBooks. Describe the necessary changes and DryMerge will configure the automation accordingly.

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

This automation is useful for project managers and finance teams who need to keep their budgeting details updated with new project proposals.

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PandaDoc + Xero

Update Xero Budgets from Pandadoc Proposals

Automatically update budget details in Xero from new Pandadoc proposals. This ensures that the financial planning in your accounting system is always up-to-date.

New Proposal Created

Triggers when a new proposal is created in Pandadoc.

Update Budget Detail

Updates the budget details in Xero with the new proposal information.

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

or pick a common variation below

Update Xero Payments from Pandadoc Paid Invoices

PandaDoc + Xero

Create Xero Credit Notes from Pandadoc Refunds

PandaDoc + Xero

Update Xero Contacts from Pandadoc Form Submissions

PandaDoc + Xero

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Update Xero budgets from pandadoc proposals"

Update Xero budgets from 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 PandaDoc + Xero.

New Document Created

Triggers when a new document is created in PandaDoc

Document Status Changed

Triggers when the status of a document changes in PandaDoc

New Template Created

Triggers when a new template is created in PandaDoc

New Document Sent

Triggers when a new document is sent in PandaDoc

New Document Viewed

Triggers when a document is viewed in PandaDoc

New Document Completed

Triggers when a document is completed in PandaDoc

New Document Expired

Triggers when a document expires in PandaDoc

New Document Deleted

Triggers when a document is deleted in PandaDoc

New Document Comment

Triggers when a new comment is added to a document in PandaDoc

Create Document

Creates a new document in PandaDoc

Delete Document

Deletes a document in PandaDoc

Update Document

Updates an existing document in PandaDoc

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.

Xero

Xero is a cloud-based accounting software platform for small and medium-sized businesses. Automate invoicing, bank reconciliation, bookkeeping, and more.

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