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  1. Schedule Sending documents

    292 votes

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    30 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Early Access  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

    Hi,

    Great news – Schedule send is now live! You can schedule a document to be sent at a future date and time, and PandaDoc will deliver it exactly when you chose.

    We're rolling it out gradually, so you might not see it in your account just yet. If you'd like access right away, reach out to our support team and we'll enable it for you. It's currently available on the Business plan, with rollout to all plans on the way.

    To learn more about how it works, check out our Help Center article.

    Thank you for voting for this idea – your feedback is what got it built.

    Igor, Product team @ PandaDoc

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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

    225 votes

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    41 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    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.