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'Send automated emails to the recipients after the document is sent. Instead of setting it manually in the document//template' has been merged into this idea

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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  • Mary Wisneski commented  · 

    Set a default email template that autopopulates in the email but allows users to edit the message as needed.

  • Anonymous commented  · 

    Option to have specific email template that will be selected by default for a particular document template

  • 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

  • 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.

  • Arvi Martinez commented  · 

    Send automated emails to the recipients after the document is sent. Instead of setting it manually in the document//template

  • 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.