Tokens/Variables in saved messages / email body or subject
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New Document - PandaDoc 2022-06-16 03-39-09.png 171 KB -
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
Denis Chubrik
shared this idea
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AdminAnonymous (Admin, PandaDoc) commented
use variables into email message
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Janika Merquita 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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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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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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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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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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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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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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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.
