Skip to content
← Ideas to Improve PandaDoc

How can we improve PandaDoc?

Ideas to Improve PandaDoc: Automations

Categories

(thinking…)

Tokens/Variables in saved messages / email body or subject

200 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

AdminDenis Chubrik (Admin, PandaDoc) shared this idea  ·   ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Being Evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded  · 

Hi,

Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

Show previous admin responses (3)

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • 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. 🧠

    This would help our Triggers & Rules in out Team inboxes to 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 Triggers & Rules in out Team inboxes to 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 Triggers & Rules in out Team inboxes to 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.

    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. 🧠

    This would help our Ai rules in out Team inboxes properly handle these forms. ⚡️🚀 ; )

  • 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.

2 Next →