Settings and activity

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1. Default Saved Message: automatically choose a saved message for a document

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   3 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

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   Shawn Freeman commented  ·  December 14, 2023  ·  Edit…  ·  Delete…

   Would also be great to allow the template auto-send, eg. once a document is completed send a template message with a link to the document.

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   Shawn Freeman supported this idea  ·  December 14, 2023