Set client's default email subject (automatic subject)
Set client's default email subject (instead of X has sent you the document).
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