Bulk Manage reminders for sent docs
Send reminders for multiple documents at once
The status of this suggestion is currently unchanged. Please check back for updates.
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Isabelle Bertin / FRANCE HELICES commented
WE would like to be able to send automatically our quotes and records for example 30 days after first sending, instead of 7 days as it is actually indicated in Pandadoc. Now if we want to do that, we have to do it manually, that is contrary to pandadoc, whose aim is to save time and make things automatic. But when you remind customer every 7 days quotes with big amounts, they refuse your reminders ! For this reason we would like to get possibility to choose automatically in our account an option of "first reminder/following reminder" of 30 days, instead of actual option of pandadoc of 7 days.
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Sherwin John Mendoza commented
The customer would like the ability to send reminders for all selected documents at once.
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Dagmar Marien commented
Be able to send a reminder at once by selecting sent documents, within 'Documents' or an entire 'Folder' within 'Documents'
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Tanzy commented
Being able to send bulk reminders manually would be fantastic - especially if we can filter by status e.g. sent, viewed etc
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Klaudia Seitz commented
it would be great if reminder settings could be permanently set in Settings menu.
Having to do them for each document individually is cumbersome .
Additionally have first reminder option available today -
At the moment it is possible to set up the auto-reminders settings for bulk sent documents only in the bulk send window which appears after going to Dashboard tab -> New document -> Bulk send and uploading a .CSV file or for each document separately after the bulk send. The feature request is to be able to choose from which place the bulk sent documents will take their auto-reminders settings: from bulk send window (currently) or from the Settings -> Settings -> auto reminders.
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AdminAksana Khilko (Admin, PandaDoc) commented
Send reminders to all the recipients internally on our side (or send a public comment to all of them as an alternative, so everyone is notified).
(Edited by admin) -
Ryan Juszyk commented
Send mass reminder to all docs in viewed status