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'Option to send via email even if send via link is selected' has been merged into this idea

Ideas to Improve PandaDoc: Documents & Data Management

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Send a document via email after it has already been shared via a link, without needing to revert the document to Draft mode

4 votes

Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) shared this idea · Apr 18, 2024 · Admin →

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Peter Conkling commented · January 5, 2026 2:41 PM

Noticing that sometimes a user selects “Link” instead of “Email / SMS”. It tends to slow down our workflows if the creator doesn’t realize they selected link and would like to have the option to send via email even if the send via link is selected.

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