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  1. ClickUp

    12 votes

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Kath Sass commented  · 

    This would be a game changer and would be great with the new automations feature. It would improve our workflow and allow us to stop manually creating tasks once a document is completed.

    Kath Sass supported this idea  · 

  2. Ability to create a task in ClickUp for every time a Pandadoc Form is completed

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Forms  ·  Admin →
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    Kath Sass commented  · 

    I would love this. This would make our workflow so much easier, and would allow us to create taskthe various types of proposals we send out.

    Kath Sass supported this idea  ·