Ability to automatically personalize an email template preventing spam flags and making a better email.

Be able to use tokens to put customers names and other details into the e-mail template for when you send out documents/proposals. Currently looks too much like a spam e-mail, personalisation brings credibility and acceptance.

Important functionality to have!

To be able to send out personalized email template notifications with the ability to pass variables

+1

we also use placeholder in our e-mail templates, but this is not the best way tio handle it in our organisation.

Hi Valeryia,

As Ben has mentioned, use case is to be able to reliably personalise the email by referencing fields related to the recipient and sender. Extending Ben's post, we also need to have multiple versions of the saved messages, so they appear personalised by the sender (signature, contact info, etc), which then all require updating/modifying if there are changes. If all fields are exposed as merge fields on the saved message template, then we can maintain a single template, and the correct data is pushed into the email body consistently, avoiding potentially embarrassing errors

Hi Valeryia. Thankfully Pandadoc has the ability to send the documents directly rather than having to copy/paste the link into a separate email. For that I utilize saved messages and my entire team does as well.

So currently our saved messages have placeholders for our team for instance "Hi (ADD CUSTOMER NAME HERE), in this document you will find a quote from (ADD INSURANCE CARRIER HERE)"

This is can lead to our clients receiving emails with this text accidentally in it and it takes lots of time for our team members to read through each saved message template and then change out the placeholders for the variables manually.

Thank you for reading this!

It would be really good that have this feature. I would help clients save valuable time.

That's really annoying, can't even pull the receiver's name so we don't have to type that every time?!? Isn't this basic automation? What is so wrong with pulling variables from the document so we can just have it inserted into the Saved Response, I know it only saves 10 seconds each time, but this is the most annoying thing about this program is having to type in the variables each time we send a document into the email body. Please reconsider, this would make so many people happy.

Pretty disappointing. This is a key requirement of ours since we are planning on using this to send hundreds of contract renewals with a handful of email templates. The manual work required if we can't pull variables in jumps from very little to not worth using this platform.

Ability to populate variables in the email, how Flixcheck has this ability.

It would be great if I could incorporate variables in a saved message template. For example, I'd like to be able to address the message to the recipient's first name without needing to type it in every time.

use variables into email message

https://pandadoc.zendesk.com/agent/tickets/544326

Just got a product idea related to this request:

If the customer will use Saved Messages when sending out the document, it would be really good to have variables instead of typing them every time.

to add variables to saved messages

https://pandadoc.zendesk.com/agent/tickets/488939

Adding name variables to email messages.

Email title lookup fields to pull the document title & client company name via variables.

Variables for saved messages

- Will allow the user to use variable on saved messages

This is a client request. And as per them it would be helpful if this will become available in PD as the send hundreds of document everyday.

Can we use tokens or merge fields in the send document window or subject line with the ActiveCampaign native integration?