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  1. Schedule Sending documents

    256 votes

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    25 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Being Evaluated  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi,

    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!

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    Simon Davis commented  · 

    Critically important to schedule send documents. Better suited for flexible working arrangements. Schedule documents for receipt by the client during business hours. Ensure documents are sitting at the top of clients inbox when in a different time zone.

    Simon Davis supported this idea  · 

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

    197 votes

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    32 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Being Evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    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!