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'Ability to enable/disable Document expiration notifications for document sender (when they are not Signers)' has been merged into this idea

Ideas to Improve PandaDoc: Settings, Workspaces & User Roles

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Email Notification for document senders about upcoming expiration of a document / Email notification to the sender when a document expires

Requesting an email notification for document senders that mirrors the one that recipients receive, when documents are close to expiring and when they do expire.

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Anna Kovalchuk shared this idea  ·   ·  Admin →
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  • Olivia Langford commented  · 

    This would be very helpful. It's vital we can easy track documents that are expiring.

  • Matt Gerber commented  · 

    This feature would be amazing and fix a ton of challenges dealing with reopening expired docs. It would be nice to prompt reps with a quick question... "Your doc is going to expire in 3 days, would you like to cancel it, extend it for 14 days, or just wait".

  • Merry Katrina commented  · 

    This feature would be extremely helpful and streamline our processes. I hope you consider this feature soon as it would be beneficial to all users of PandaDoc

  • Alexander commented  · 

    Why have contract management software if it can't even track the validity of your contracts? Please address this urgently!

  • Jamie Venlet commented  · 

    We use Pandadoc API with full automation which is awesome but with that we have very little need for the dashboard so our salesmen are almost never looking at it so to have the expiration email cc the salesmen is a must. Going to try to do it through zapier for now

  • Caroline Thomson commented  · 

    Yes agreed - an email would be beneficial. Many of our users are not on the PandaDoc platform daily, so a notification on their PandaDoc dashboard is not useful. An email notification would be much better.

  • Anonymous commented  · 

    It will be good for us to have a notification system for the sender to be alerted of expiring documents and pending payments.

  • DeChristopher Brothers commented  · 

    There needs to be an alert that goes to the sender/recipient of all documents that haven't been completed before it expires.

  • Anonymous commented  · 

    Notification to the sender when a document expires. Notification should go to both the sender and recipient.

  • Anonymous commented  · 

    Also, ability to notify the Sender as well

  • Emily Snyder commented  · 

    This is currently a feature, however it is only sent 1 day prior to expiration. It would be nice to be able to customize to X days prior.

  • Charles Cozette commented  · 

    And also a notification that a document has expired.

  • Natallia Skarabahatava commented  · 

    Automatically notify document creator/sender via email that a document expires soon