Settings and activity
12 results found
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Tokens/Variables in saved messages / email body or subject
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New Document - PandaDoc 2022-06-16 03-39-09.png 171 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.jpg 273 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB -
Screen Shot 2021-09-23 at 9.34.13 AM.png 333 KB
198 votesHi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
An error occurred while saving the comment An error occurred while saving the comment Ben Revzin commented
YES PLEASE! Need variables in the saved messages.
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101 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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10 votes
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294 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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46 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!An error occurred while saving the comment Yes please! Our company color is a dark blue and it results in signatures being practically invisible on some of the pages!
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68 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
An error occurred while saving the comment Please!!
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18 votes
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7 votes
An error occurred while saving the comment Have the ability to add an image to the saved message. Particularly useful for email signature with a headshot.
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62 votes
Hi,
Good news: we have already implemented this feature, and it's now ready for Early Access within our New Forms. If you'd like to test it, please reach out to john.koenig@pandadoc.com.An error occurred while saving the comment Yes please! I will buy lunch for any developer who makes this happen!
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4 votes
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44 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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245 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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!