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  1. Schedule Sending documents

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    30 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Early Access  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hi,

    Great news – Schedule send is now live! You can schedule a document to be sent at a future date and time, and PandaDoc will deliver it exactly when you chose.

    We're rolling it out gradually, so you might not see it in your account just yet. If you'd like access right away, reach out to our support team and we'll enable it for you. It's currently available on the Business plan, with rollout to all plans on the way.

    To learn more about how it works, check out our Help Center article.

    Thank you for voting for this idea – your feedback is what got it built.

    Igor, Product team @ PandaDoc

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    Matthew Galyas commented  · 

    We are looking to be able to create a document and write an email but have it be delayed and not sent until after a specific time and date that was chosen occurs. For example, create a document and write the email at 6am but have it be delayed and automatically sent at 1pm that day.

    Matthew Galyas supported this idea  ·