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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Anthony Russo commented
Additionally, it's important that this single email to the sender includes the PDF as an attachment, just as it does for the recipient. This would streamline communication and reduce inbox clutter, making the process more efficient. The investment in developing this feature would enhance user experience by simplifying document management and improving workflow efficiency, leading to higher customer satisfaction and retention."
Implementing this feature in PandaDoc would be a great idea for several reasons:
Improved User Experience: By consolidating notifications, PandaDoc can significantly enhance the user experience. Users will appreciate receiving just one concise email that includes all the necessary information, reducing inbox clutter and making it easier to manage their documents.
Increased Efficiency: For businesses that handle multiple documents daily, minimizing the number of redundant emails can save time and reduce distractions. This streamlined communication allows users to focus on more critical tasks, boosting overall productivity.
Customer Satisfaction and Retention: Simplifying the document completion process by reducing unnecessary emails and ensuring that the sender still receives the completed PDF will likely lead to higher customer satisfaction. Satisfied customers are more likely to remain loyal and recommend PandaDoc to others, increasing customer retention and potentially attracting new users.
Competitive Advantage: Offering a more refined and efficient notification system can set PandaDoc apart from competitors. By listening to user feedback and implementing such features, PandaDoc can position itself as a leader in innovation and customer-centric solutions in the document management space.
Scalability and ROI: As PandaDoc continues to grow and acquire more users, a feature that reduces email volume can have a significant impact. Fewer emails mean reduced load on servers and potential cost savings on email delivery services. This investment in user experience and efficiency can yield a positive return by lowering operational costs and driving customer satisfaction.
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David Finkelstein commented
This is such a terrible customer experience.
It cannot be hard to fix this.
"When sending the completion email, if PDF flag is set include PDF otherwise just send completion email"
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Anonymous 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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Rachele Galang Ong commented
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.