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Ideas to Improve PandaDoc: Sharing & Collaboration

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Add an attached file to saved messages

Be able to attach a PDF to a saved message, so that you can send it with every document.

5 votes

Kaylen Nolen shared this idea · May 31, 2022 · Admin →

Idea ·

AdminValeryia Baranava (Admin, PandaDoc) responded · Oct 26, 2022

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Frank Cuffaro commented · June 5, 2024 6:33 AM

It is important for sending invoices, which it seems Panda is trying to support via payment integrations and the Payments module.

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Diane Sutherland commented · March 9, 2023 4:09 PM

Would be extremely helpful!

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