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  1. Tokens/Variables in saved messages / email body or subject

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    28 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    We wanted to share an update regarding tokens/variables in saved messages and email. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

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    Case Manager commented  · 

    Please add the ability to used Variables in email templates. This way, we can use an email template when sending out a document to customers but still tailor it to them with their name and other information unique to them.

    Case Manager supported this idea  ·