Bulk Manage reminders for sent docs
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
Came from Zendesk Ticket #109554:
The user - email@example.com sent documents in bulk but hasn't set up auto-reminders and is wondering if we can 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).
Ryan Juszyk commented
Send mass reminder to all docs in viewed status