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
124
votes
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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. đź§
This would help our Ai rules in out Team inboxes properly handle these forms. ⚡️🚀 ; )
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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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AdminMike Turke (Admin, PandaDoc) commented
use variables in saved messages