Automatic PDF for non-completed document: send the document as a PDF along with the email
Attach a PDF copy of a document to an email regardless of this document's status
AdminEugene Lazovsky (Admin, PandaDoc) shared this idea
Bastian Neuhaus commented
Would be very helpful for us. We a) many "older" customers who don't understand the link and b) sometimes we have to submit an offer in PDF format.
We currently have to print each document and send it separately by email. That's a little unfortunate.
Valiant Solutions commented
When sending a Document to my client. it would be imperative to have a pdf of the document automatically attached to the email. Instead of only a button or link to click
Yana Martynenko commented
The option to send the PDF version of the document when sending the document for the first time (I mean, not a PDF of completed document).