Tokens/Variables in saved messages
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Screen Shot 2021-09-23 at 9.34.13 AM.jpg 273 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB

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ACCOTAX Accountants & Tax Consultants commented
Variables plus design of the email sent.
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Ben Revzin commented
YES PLEASE! Need variables in the saved messages.
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Case Manager commented
Please add the ability to used Variables in email templates. This way, we can use an email template when sending out a document to customers but still tailor it to them with their name and other information unique to them.
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Michael Hunsche commented
On one of our forms - we receive two notifications. One informs us that the signer has completed the form. The second one from Pandadoc, includes the PDF of the form but does not show the signers name. We would like to see the signers name displayed as part of the Subject line of the email containing the PDF.
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Daria Serebriakova commented
Add variables to the messages that are sent to the receiver by email, so it will automatically add their name or other info to the message
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Ian Ayers commented
Yes, add variables to the saved email message that goes out. Already being used to merge with email, might as well add some variables to customize the email.
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Alfonso De La Torre commented
It would be awesome if we could use info collected in a Form to be in the Subject Line or Body section as completed email is sent out with PDF attachment. š§
This would help our Triggers & Rules in out Team inboxes to properly handle these forms. ā”ļøš ; )
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Alfonso De La Torre commented
It would be awesome if we could use info collected in a Form to be in the Subject Line or Body section as completed email is sent out with PDF attachment. š§
This would help our Triggers & Rules in out Team inboxes to properly handle these forms. ā”ļøš ; )
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Alfonso De La Torre commented
It would be awesome if we could use info collected in a Form to be in the Subject Line or Body section as completed email is sent out with PDF attachment. š§
This would help our Triggers & Rules in out Team inboxes to properly handle these forms. ā”ļøš ; )
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Alfonso De La Torre commented
It would be awesome if we could use info collected in a Form to be in the Subject Line or Body section as completed email is sent out with PDF attachment.
This would help our Ai rules in out Team inboxes properly handle these forms.
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Alfonso De La Torre commented
It would be awesome if we could use info collected in a Form to be in the Subject Line or Body section as completed email is sent out with PDF attachment.
This would help our Ai rules in out Team inboxes properly handle these forms. ; )
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Alfonso De La Torre commented
It would be awesome if we could use info collected in a Form to be in the Subject Line or Body section as completed email is sent out with PDF attachment. š§
This would help our Ai rules in out Team inboxes properly handle these forms. ā”ļøš ; )
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Alfonso De La Torre commented
It would be awesome if we could use info collected in a Form to be in the Subject Line or Body section as completed email is sent out with PDF attachment. š§
This would help our Ai rules in out Team inboxes properly handle these forms. ā”ļøš ; )
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Kenneth Kehs commented
Please add variables so we can customize the greeting without typing it manually.
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Steve Hodson commented
by tokens i assume this means variables
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Brian Greenfader commented
Please do this. This will help out a lot. I have clients asking why we don't do this.
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Mike Turke commented
use variables in saved messages