ActiveCollab + PandaDoc
Create tasks in Active Collab for every new completed document in PandaDoc
Stay on top of your projects seamlessly with this streamlined workflow. Whenever a document is completed in PandaDoc, a task is created in Active Collab. This automatic process ensures you never miss a beat, keeping your tasks in line with your documents. Enhance your efficiency and maintain project accuracy with no extra effort required.
Stay on top of your projects seamlessly with this streamlined workflow. Whenever a document is completed in PandaDoc, a task is created in Active Collab. This automatic process ensures you never miss a beat, keeping your tasks in line with your documents. Enhance your efficiency and maintain project accuracy with no extra effort required.
- When this happens...Document Completed
Triggers when a document is completed.
- automatically do this!Create Task
Creates a task.
- Free forever for core features
- 14 day trial for premium features & apps
About ActiveCollab
ActiveCollab is a powerful yet simple workspace for task, project, team, client and billing management – built for growing service businesses.
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About PandaDoc
PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.
