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Ideas to Improve PandaDoc: Settings, Workspaces & User Roles

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Default Saved Message: automatically choose a saved message for a document

Ability to set a default saved message

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Emily Gould shared this idea  ·   ·  Admin →
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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.

  • 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.