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
Eugene Lazovsky
shared this idea
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Jonathan Monje commented
The ability to attach a PDF copy of the document within the initial email sent to recipients
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Anonymous commented
Attaching the Document as a PDF
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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.
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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
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AdminYana Martynenko (Admin, PandaDoc) 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).