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Ideas to Improve PandaDoc: Automations

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Tokens/Variables in saved messages / email body or subject

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AdminDenis Chubrik (Admin, PandaDoc) shared this idea  ·   ·  Admin →
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Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded  · 

We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

We appreciate your understanding.

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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.

  • 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.

  • 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.

  • 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. šŸ§ 

    This would help our Triggers & Rules in out Team inboxes to properly handle these forms. āš”ļøšŸš€ ; )

  • 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. šŸ§ 

    This would help our Triggers & Rules in out Team inboxes to properly handle these forms. āš”ļøšŸš€ ; )

  • 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. šŸ§ 

    This would help our Triggers & Rules in out Team inboxes to properly handle these forms. āš”ļøšŸš€ ; )

  • 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.

  • 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. ; )

  • 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. šŸ§ 

    This would help our Ai rules in out Team inboxes properly handle these forms. āš”ļøšŸš€ ; )

  • 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. šŸ§ 

    This would help our Ai rules in out Team inboxes properly handle these forms. āš”ļøšŸš€ ; )

  • Kenneth Kehs commented  · 

    Please add variables so we can customize the greeting without typing it manually.

  • 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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