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  1. Tokens/Variables in saved messages / email body or subject

    231 votes

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

    Kenneth Kehs supported this idea  · 
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    Kenneth Kehs commented  · 

    Please add variables so we can customize the greeting without typing it manually.

  2. Ability to change the date format for variables

    416 votes

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    38 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Released  ·  Maria Fomenko responded

    I'm glad to announce that variables for Document created and date sent work based on your workspace settings. Thanks for using PandaDoc!  

    Kenneth Kehs supported this idea  ·