We wanted to share an update regarding tokens/variables in saved messages and email. 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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AdminInes Imo (Admin, PandaDoc) commented
It would be really good that have this feature. I would help clients save valuable time.
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TriXtan Entertainment commented
That's really annoying, can't even pull the receiver's name so we don't have to type that every time?!? Isn't this basic automation? What is so wrong with pulling variables from the document so we can just have it inserted into the Saved Response, I know it only saves 10 seconds each time, but this is the most annoying thing about this program is having to type in the variables each time we send a document into the email body. Please reconsider, this would make so many people happy.
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Nick Dening commented
Pretty disappointing. This is a key requirement of ours since we are planning on using this to send hundreds of contract renewals with a handful of email templates. The manual work required if we can't pull variables in jumps from very little to not worth using this platform.
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Anonymous commented
Ability to populate variables in the email, how Flixcheck has this ability.
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Anonymous commented
use variables into email message
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AdminJanika Merquita (Admin, PandaDoc) commented
Just got a product idea related to this request:
If the customer will use Saved Messages when sending out the document, it would be really good to have variables instead of typing them every time.
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Anonymous commented
to add variables to saved messages
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Oliver Tabilangon commented
Adding name variables to email messages.
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Alexander Sakhibov commented
Email title lookup fields to pull the document title & client company name via variables.
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Paul Cedric Guevarra commented
Variables for saved messages
- Will allow the user to use variable on saved messages
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AdminRanuel Rebangcos (Admin, PandaDoc) commented
This is a client request. And as per them it would be helpful if this will become available in PD as the send hundreds of document everyday.
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Jomarie Papas commented
Can we use tokens or merge fields in the send document window or subject line with the ActiveCampaign native integration?
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Katherine Naegele commented
This is kind of an odd thing not have, to be honest. We would use the saved message feature a lot more if this feature were present.
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Paul Cedric Guevarra commented
Option to add tag on the saved messages that will automatically fill the name of the recipient on the saved messages.
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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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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.