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Edit / customize text in all email notifications including Completion or Signed Email Message

Client would like option to edit the email that is sent when a document is completed. They have content they'd like to automatically share only once document is complete.

Related idea: https://pandadoc.uservoice.com/forums/926629/suggestions/40379995

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AdminSyclair Jones (Admin, PandaDoc) shared this idea  ·   ·  Admin →
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Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded  · 

Hi!


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.

Don’t hesitate to reach out if you have any other ideas.

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  • Jonathan Monje commented  · 

    Ability to edit the messaging in the document notification email recipients receive

  • Jonathon Gillis commented  · 

    It would be helpful to have a way to customize the wording in the email sent out when a document is completed by all signers.

  • Rachel Feldman commented  · 

    after a new employees signs their contract, we need to send instructions for onboarding... this would be the best place to include that information... and it is very important that we can include hyperlinks in that email to send them to certain websites/pages to complete info. thank you!!!!

  • Philip Massey commented  · 

    It only makes sense that we should be able to customize the emails - especially the completed email - so that we can disclose the next steps in the process and begin a new client onboarding process. I hope someone is reading these comments and watching these ideas.

  • Gibbon Group Rugs commented  · 

    This would be a critical time saver for us - almost every single client who signs asks the question of what happens next. It is very time consuming having to explain the next steps over and over again.

  • Charles Cozette commented  · 

    Select the text we want to send per recipient (ie: not the same for internal person than external recipient).

  • Daria Serebriakova commented  · 

    Ability to change the position of the button "Open document" in the email (in case the email message is too long)

  • Polina Ismailova commented  · 

    Example: When a job offer goes to an employee, but first needs to be signed by an internal person. At the moment there can only e added one message, so everyone see one message, but it would be nice to send a message to the first signer a different from the other signers.

  • James Carter commented  · 

    To have the ability to edit / customise the appearance of the email the customers receives.

  • Scott Squillace commented  · 

    To be able to customize the email notification the signer receives after signing the document, It would be great for business to add a personal touch to the notification email.

  • Tracy Moawad commented  · 

    We would love to do this - a celebratory email and next steps once a new client signs on with us!

  • Alexander Litvin commented  · 

    Add the approver group name to the notification email, in case the user is in multiple approval groups, so he can get the notification for different approval stages respective to the approval stage