Default Saved Message: automatically choose a saved message for a document
Ability to set a default saved message
18
votes

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AdminAnonymous (Admin, PandaDoc) commented
I know we have an email notification Template we can choose when sending a document, it would be best to be able to select a pre- assigned Template instead of selecting everytime a document is sent out
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Shawn Freeman commented
Would also be great to allow the template auto-send, eg. once a document is completed send a template message with a link to the document.
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Amber Ali commented
It would be great to be able to have a saved message on a template automatically be chosen. That way, you don't have to go in and pick the same saved message for the same template.
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Paul Cedric Guevarra commented
Auto Pop out option for Save Messages