created by Sarah Young
Try this Zap FREE for 14 days
Trusted at companies large and small
This Zap works in 9 steps …
- 4.5 minutes to set up
- Get back 1.2 hrs /week
- 93 people use this app pairing
This Zap uses the following 5 apps
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.Gmail
One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.ClickUp
ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.Google Docs
Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!Canopy
Canopy provides a practice efficiency suite that simplifies your practice so you can help more clients. Each of our products automates busywork and connects your entire practice so you can focus on what’s important.