Ability for the sender to only receive one email letting them know that the document has been completed + send a PDF email to the recipient
I have run several tests, disabling and enabling the "document has been completed by all recipients", the "attach a PDF to email," and the "Email attachment" feature, and there is no way for the sender to only receive one email, while still allowing the recipient to receive the completed PDF. Currently, the sender always receives two emails: "Signed copy..." and "...document has been completed by all participants." Looking for a way for the recipient to still receive the PDF, while also only sending the sender one email letting them know the document has been completed.
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AdminAnonymous (Admin, PandaDoc) commented
I send a document to a customer for signature. When he signed it, 3 emails were received when 1 could have suffices.
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Luke Settle commented
This is huge. A big part of the workflow around e-signature is having the complete packet of everything sent with the signature. When this isn't included customers have to come back to the signature file in pandadoc and don't have a single PDF with the information sent for signature... Big issue and this should be at least an option to toggle on or off for Documents, templates and Forms
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include the 'attachments" as part of the PDF that is sent when a document is completed.
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AdminValeryia Baranava (Admin, PandaDoc) commented
in case you have enabled to receive a PDF copy once the document is completed, and the document has attachments in it, you will receive only the cope of the document itself.
Want to receive attachments as well assigned. -
Alexandra Desmond commented
Once a PD is complete and you get the email that it's been signed, it would be nice if that email also provided you a PDF attached of the completed document.