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  1. Schedule Sending documents

    222 votes

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    19 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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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

    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.