Reminder customization: Customize the text in reminder message
Customize the text in reminder message
Hi there! We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
Jason Berkowitz commented
Seems crazy to me that you can create a whole proposal and send it with a customized email message, but the reminder feature doesn't allow you to customize what it says. The default reminder message doesn't even make sense for the majority of the proposals I send out. This shouldn't have to be on their "current product roadmap" it should have be a feature from the get go.
Chris “dopher” Williams commented
Doesnt even need to be fancy. Just the ability to change the message!
Scott Mueller commented
as a marketing proposal software, why would we not have access to all communication with the customer to use our company's specific tone and voice? Fail by PandaDoc.
Christine Haupt commented
Very important -- the default text PD offers doesn't work for all Quote types we have!
Mark de Boer commented
Tobias Frerichs commented
The function is incredibly important for a successful completion of the offer
Paul Cedric Guevarra commented
Will allow the user to edit the subject of the email that is sent to the recipients.
eg: "Reminder to sign document"
Simon Choucroun commented
This would be a fantastic feature or even to be able to create a workflow with custom emails
Vivian Mach commented
I would love to be able to send a reminder to clients on docs that do not require a signature.
Even if I simply added a checkbox or Radio button to the end of the document, I'd need to be able to customize the wording of the reminder so that it doesn't prompt for a signature.
I simply want to remind prospects to review the document prior to our meeting together if I see it has not yet been viewed.
Umar Shariff commented
After we send the proposal, we are setting up a workflow to send reminders. Sometimes, we need to highlight pain or offer dates in a proposal to make the client sign off. So we need the option to write a message when clicking the "Send Reminder" button. If not, when we put a public chat message, it should send notification to the recipient.
Feride Buyuran commented
Very important in my business to make the reminder message more personal. Each customer is different, too. Please make this a priority. Thank you!
Alyssa Larson commented
Our team would definitely like the ability to customize the reminder message to include a bit more relevant information. We would also like the ability to change the frequency of reminders - every other week would be excellent as our proposals can at times be valid for 6 months. Therefore, every 3 days or every week is too often to be sending reminders to clients.
Mark de Boer commented
we need this!!
Lisa Munley commented
Excellent idea! Hope it comes through soon - our team will definitely use it!
AdminMadelyn Gunay (Admin, PandaDoc) commented
To have the option to Repeat reminder a week apart and not just every week
Bernd Auer commented
This is needed urgently!
Daria Serebriakova commented
Ability to create a template of the reminder or edit the existing one
Idan Ben Shalom commented
Definitely, a much needed ability.
Marie Debeauville commented
so far the auto reminder will stop once the document achieved the "completed" or "expired" status while i would like the a have the options to choose any other status to trigger or stop the auto reminder. In my case i would like to send reminders until the status change to "view".
Steve Alvarez commented
I want to be able to Customize “reminder” message. I want to be able to add my own custom message to reminders as they go out or after the preconfigured amount of time customer is set to receiver reminders that they have a document to sign.
The following message would go out at 7 days:
“Hello! Looks like you are still working on getting this one signed. Remember, don’t hesitate to contact us (me) if you have any questions!”
Maybe the next message goes out at 14 days.
“Hello, looks like you still haven’t made a decision on this project. Just so you know, typically our proposals expire after 30 days, but please reach out if you need more time to make a decision—We’d be glad to extend the accessibility of this proposal!”
A final message goes out at 27 days:
“Hello, Since we haven’t heard from you in a few weeks about a decision on this project, we’d like to reach out once more to remind you that this proposal will expire in 3 days. If you need more time to decide, please reach out to our team. We would be glad to work with you on extending the accessibility of this proposal and hopefully all pricing and availability of products proposed herein continue to maintain roughly the same cost. Thank you!”
Something like that.