Settings and activity

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1. Set client's default email subject (automatic subject)

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   11 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

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   Aries commented  ·  Feb 22, 2023  ·  Edit…  ·  Delete…

   Email subject
   Can we have the option to get the system to extract from the saved message template?

   Eg: each time we use the save message, it will automatically populate the email subject

   such as "Please sign the rental agreement [pandadoc uploaded file name]"

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   Aries supported this idea  ·  Feb 22, 2023

2. Disable document and signature forwarding by default

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   1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

   Aries supported this idea  ·  Feb 22, 2023