Availability: Starter, Business, and Enterprise plans
Sending out the same type of documents and don't want to rewrite a brand new email message? Save time by creating email templates to be used over and over again.
All team members in your PandaDoc account will have access to previously added messages.
Note: Email templates are not available in the mobile app.
Create a library of email templates
Navigate to the Templates section and choose the Email templates tab. Here you can create new email templates and edit the existing ones.
You can also create a new email template directly from a document you are sending:
Under Configure delivery & settings, select Email templates.
In the pop-up window, select Create new.
Enter a Template title and Message, then select Save.
You can now select your saved email template whenever you send a document, saving you from typing the message manually.
Note: You can't apply styling to customize message formatting.
How to use an email template
Before sending your document, select Email templates under Configure delivery & settings.
In the pop-up window, choose a template from your library or select Create new.
Edit and delete email templates
Warning: You cannot revert to a previous version.
To edit an Email template, navigate to the Templates section, then switch to the Email templates tab
Select the email template you want to edit
Click on the text to edit and save changes.
Alternatively, select the three ellipses button on the right-hand side and choose Edit.
To delete an email template, select the three vertical ellipses button on the right-hand side
Click Archive
This will move your email template to the Archived tab, where you can restore it.
Note: To add a URL to your email template, copy the link from the browser and paste it into a message. A client will receive an active link within the email notification.