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  1. Send a document after document completion

    45 votes

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    We’ll send you updates on this idea

    8 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Not planned  ·  Molly Abrams responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, documents can be automatically sent after document completion with the use of our automations.

    We hope this releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

    ACCOTAX Accountants & Tax Consultants supported this idea  · 

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

    174 votes

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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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    ACCOTAX Accountants & Tax Consultants commented  · 

    Variables plus design of the email sent.

    ACCOTAX Accountants & Tax Consultants supported this idea  ·