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When a Person is created in Daylite

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Create a corresponding Contact in PandaDoc

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When a Project is created in Daylite

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Create a corresponding Dropbox folder

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When a specific PandaDoc document is completed (eg, Retainer Agreement)

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Create a Daylite Project + link it to the Person

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Create a completed Task for the Project, indicating the document was signed

 

⚠️ IMPORTANT NOTE

this booking form is only for a very specific flat fee service:

it's for us to work together to set up Daylite integration with PandaDoc and Dropbox

For all other services and training appointments, please use this link instead

💡 don't see the date you need?

you may notice I've only opened up a few weeks worth of availability

if you need a date outside of what's showing, please let me know what date so I can open it up for you...thanks!

 
approximate Appointment duration. 
The duration listed on the booking section is an estimate of how long it will take to set up the Zaps outlined below, but it could take more time depending on circumstances that may arise. We may finish in less than the estimated time, and will conclude our screenshare at that time.
what's included in the Appointment. 
This is a flat-fee service to screenshare with you to set up the Zaps described below for 1 Daylite User.
*Integration for additional Daylite Users or Daylite databases: each additional Daylite User should book their own appointment on this page

Please click this icon to share this page link with them:

The Zaps we'll create in your Zapier account that will integrate Daylite with PandaDoc and Dropbox are:
  • when a Person is created in Daylite, create a corresponding Contact in PandaDoc
  • when a specific PandaDoc document is Completed (eg Retainer Agreement), create a Project for the Person in Daylite, and create a completed Task for the Project that indicates the document was signed
  • when a Project is created in Daylite, create a corresponding Dropbox folder
What's not included in the Appointment. 
  • account fees imposed by PandaDoc (you'll need a paid PandaDoc plan)

  • account fees imposed by Dropbox (you'll need a paid Dropbox plan)

  • account fees imposed by Zapier (you'll need a Zapier Starter plan or higher)

  • Daylite User licenses

  • any other 3rd party licenses or fees

 
How the Appointment works. 

On your desired Appointment date and time, we will have a screenshare with you where we will be looking at your computer to complete the setup and train you on the workflow.

Appointment cancellation, no show, rescheduling. 

All Appointment cancellations must be made at least 24 hours prior to your scheduled Appointment in order to receive a full refund of the Appointment payment. In the event that the cancellation is received less than 24 hours prior to the scheduled Appointment or client fails to show for the Appointment, 50% of the Appointment payment serves as a non-refundable late cancellation fee. If the Appointment is rescheduled less than 24 hours prior to your scheduled Appointment, and the rescheduled Appointment is kept (ie it is not further cancelled or rescheduled), the late cancellation fee is waived. 

 

Warranty.

Please consult appropriate product manufacturer for information on terms and conditions of warranty. Blue Rock does not provide warranty for non-Blue Rock branded products. 

Software.

Client attests that software provided by client to Blue Rock Consulting for the purpose of installation to any client system has been lawfully acquired and purchased by client. Blue Rock assumes no liability for "pirated" software provided by client. 

 

Consequential damages.

In no event shall Blue Rock, its subsidiaries or affiliates, or their respective officers, directors, employees, representatives or agents (collectively, "Blue Rock Consulting") be liable for special, incidental, consequential, punitive, indirect, or other special damages, including but not limited to, loss of data, use, or profits, however caused, whether for breach of contract, negligence, or otherwise, and whether or not Blue Rock has been advised of the possibility of any such damages. All clients are advised to perform backups to their systems prior to any Blue Rock service performed.

As always, thanks for your business!