Schedule Sending documents
Ability to schedule when to send a document
AdminElly San Juan
(Admin, PandaDoc)
shared this idea
We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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Matt Tesdell
commented
We would especially like to see this for bulk send. We use bulk send to distribute internal weekly safety documentation that needs sent out every Monday morning. It would be great to be able to set up a year's worth of these in advance.
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Paul Cedric Guevarra
commented
Customer want to sent the document later using scheduling.
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Automate sending out a document on a weekly basis to specific recipients like timesheets
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The customer has asked if we can make it so that when a Form is embedded on a website and the recipient enters name and email -- the email that is usually sent out can be delayed.
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Bret Helenius
commented
Same here! This is very needed! We often have specials that start at a certain date and would like to send out docs based on a date in the future.
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Matthew Galyas
commented
We are looking to be able to create a document and write an email but have it be delayed and not sent until after a specific time and date that was chosen occurs. For example, create a document and write the email at 6am but have it be delayed and automatically sent at 1pm that day.
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Cavin Joshua De Quiroz
commented
Client is requesting to have an option to send a document on a future date.
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Send out a document to someone like say in 14 days
