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

    72 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Being evaluated  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    Hi there! Thank you so much for submitting an idea – 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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    Aries commented  · 

    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]"

    Aries supported this idea  · 

  2. Disable document and signature forwarding by default

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Admin →
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    Aries supported this idea  ·