Set client's default email subject (automatic subject)
Set client's default email subject (instead of X has sent you the document).
Laura Carr Cole commented
This is a really big issue for us and it seems to be such a standard piece of the email process.
Kathy Lewis commented
We want to send our 500+ contracts out in Bulk to hopefully save time but need to be able to have each client's name in the email subject and as the title. Please help make this an option!!! thank you
Can we have the option to get the system to extract from the saved message template?
Eg: each time we use the save message, it will automatically populate the email subject
such as "Please sign the rental agreement [pandadoc uploaded file name]"
Jonathon Gillis commented
Ability to customize email subject within SF integration
Daniel Monday commented
Agreed, this should be pretty standard and part of the Saved Message templates.
Kurt Wassmer commented
This seems like an obvious one. Please incorporate this feature Pandaoc.
Dean Arnold commented
Yes Absolutely. Should be able to customize. DocuSign Subject Header "Sign Request" is a much more effective CTA than "X sent you X"
Simran Jagdev commented
When we forward the document to the recipient. We have a subject which says Someone has sent you the document.
We can have it changed in the settings for PandaDoc. For automatic updated subject line we want.
Shannon Morgan commented
Ability to pre-set a subject line and custom message at the template level.
AdminSara Rodriguez (Admin, PandaDoc) commented
When using "Saved Messages" the "Message Title" should be the "subject" in the sent PandaDoc document