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  1. Schedule Sending documents

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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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    Tom commented  · 

    In times of remote work and working form different time zones, or just different life styles and day cycles (early bird vs. night owl, etc.), people work around the clock. Yet, for many business cases it might come across awkward to receive a contract that someone sent you at 3:40 a.m. in the middle of the night.

    Therefore it would be great, if someone could prepare the documents e.g. at 3 a.m. in the night but postpone the actual sending of the emails to the people to sign it at e.g. 8 a.m. in their time zone.

    This is not only good for self marketing a better image (if your lawyer prepares your important contract in the middle of the night this might make him seem incompetent, etc.) but it also has inbox-strategy related advantages, i.e. being at top of the inbox on the start of the work day of the recipient, etc.

    In the year 2023 it is an absolutely crucial feature and I am surprised, that it is not implemented yet.

    Tom supported this idea  ·