Settings and activity

2 results found

1. Send a document after document completion

   46 votes

   Vote Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   8 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
   Released  ·  Valeryia Baranava responded

   Hi,
   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
   Sending another document when PandaDoc document status changes 

   ACCOTAX Accountants & Tax Consultants supported this idea  ·  Feb 24, 2024

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

   231 votes

   Vote Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   43 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   We wanted to share an update regarding the idea. 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.

   An error occurred while saving the comment
   ACCOTAX Accountants & Tax Consultants commented  ·  Feb 22, 2022  ·  Delete…

   Variables plus design of the email sent.

   Save Submitting...
   ACCOTAX Accountants & Tax Consultants supported this idea  ·  Feb 22, 2022