Set client's default email subject (automatic subject)
Set client's default email subject (instead of X has sent you the document).
Yana Martynenko
shared this idea
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Jonathon Gillis commented
Ability to customize email subject within SF integration
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Daniel Monday
commented
Agreed, this should be pretty standard and part of the Saved Message templates.
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Kurt Wassmer commented
This seems like an obvious one. Please incorporate this feature Pandaoc.
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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"
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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.
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AdminSara Rodriguez (Admin, PandaDoc) commented
When using "Saved Messages" the "Message Title" should be the "subject" in the sent PandaDoc document