Schedule Sending documents
Ability to schedule when to send a document
AdminElly San Juan
(Admin, PandaDoc)
shared this idea
Hi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
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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
