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'Ability to change Subject Line with Info collected within the Form or Document sent' has been merged into this idea

Ideas to Improve PandaDoc: Automations

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Tokens/Variables in saved messages / email body or subject

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Denis Chubrik shared this idea  ·   ·  Admin →
Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded  · 

We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

We appreciate your understanding.

Show previous admin responses (4)
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  • John commented  · 

    This feature would greatly enhance the value of the platform for my organization.

  • Aila Soria commented  · 

    A customer reported that they are trying to send 200 legal agreements in bulk, and they need each email to feel personalized with the recipient's name. Why this is important:

    1. Sending generic, one-size-fits-all emails doesn't feel professional for legal documents.

    2. Sending them one by one manually defeats the whole purpose of bulk sending.

    When sending important documents like legal agreements, recipients expect a personalized greeting. Being able to use something like [FirstName] in the email message is essential for making bulk sends feel appropriate for that use case.

  • Alan commented  · 

    Ability to automatically personalize an email template preventing spam flags and making a better email.

  • Adam Haining commented  · 

    Be able to use tokens to put customers names and other details into the e-mail template for when you send out documents/proposals. Currently looks too much like a spam e-mail, personalisation brings credibility and acceptance.

  • Jonathan Schacter commented  · 

    Hi,Ā IĀ am very surprised that you do not support variables in email message body so that we can personalize emails to customers.This should be a high priority enhancement..

  • benj.rasalan commented  · 

    To be able to send out personalized email template notifications with the ability to pass variables

  • Matthias Fuchs commented  · 

    +1

    we also use placeholder in our e-mail templates, but this is not the best way tio handle it in our organisation.

  • Nick Shorter commented  · 

    Hi Valeryia,

    As Ben has mentioned, use case is to be able to reliably personalise the email by referencing fields related to the recipient and sender. Extending Ben's post, we also need to have multiple versions of the saved messages, so they appear personalised by the sender (signature, contact info, etc), which then all require updating/modifying if there are changes. If all fields are exposed as merge fields on the saved message template, then we can maintain a single template, and the correct data is pushed into the email body consistently, avoiding potentially embarrassing errors

  • Ben Revzin commented  · 

    Hi Valeryia. Thankfully Pandadoc has the ability to send the documents directly rather than having to copy/paste the link into a separate email. For that I utilize saved messages and my entire team does as well.

    So currently our saved messages have placeholders for our team for instance "Hi (ADD CUSTOMER NAME HERE), in this document you will find a quote from (ADD INSURANCE CARRIER HERE)"

    This is can lead to our clients receiving emails with this text accidentally in it and it takes lots of time for our team members to read through each saved message template and then change out the placeholders for the variables manually.

    Thank you for reading this!

  • TriXtan Entertainment commented  · 

    That's really annoying, can't even pull the receiver's name so we don't have to type that every time?!? Isn't this basic automation? What is so wrong with pulling variables from the document so we can just have it inserted into the Saved Response, I know it only saves 10 seconds each time, but this is the most annoying thing about this program is having to type in the variables each time we send a document into the email body. Please reconsider, this would make so many people happy.

  • Nick Dening commented  · 

    Pretty disappointing. This is a key requirement of ours since we are planning on using this to send hundreds of contract renewals with a handful of email templates. The manual work required if we can't pull variables in jumps from very little to not worth using this platform.

  • Anonymous commented  · 

    Ability to populate variables in the email, how Flixcheck has this ability.

  • Kate Pellegrino commented  · 

    It would be great if I could incorporate variables in a saved message template. For example, I'd like to be able to address the message to the recipient's first name without needing to type it in every time.

  • Janika Merquita commented  · 

    Just got a product idea related to this request:

    If the customer will use Saved Messages when sending out the document, it would be really good to have variables instead of typing them every time.

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