Set a Saved Message on the template level
Currently the subject of the email when a document is sent from a template is the name of the template and a message has to be written each time a document is sent via a template. I suggest that each template can have a custom default email subject and message that is filled into these areas and is able to be edited when sent but is auto filled to a the pre-set subject and message
42
votes
Jackson Metivier
shared this idea
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Rorry Phillips
commented
This is a feature available in Docusign - surprised it is not in Pandadoc
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Arvi Martinez
commented
email message body to have templates