Bulk Manage reminders for sent docs
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!
Being able to send bulk reminders manually would be fantastic - especially if we can filter by status e.g. sent, viewed etc
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
Vladislav Avsievich commented
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.
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