Note:This feature is in closed beta.
Availability: Business and Enterprise plan
Want an alternative to sending PandaDoc documents via PandaDoc email? You can connect your Gmail or Outlook business email client to send PandaDoc documents from your personal inbox.
Enable Business email
Note:Only account owners and admins can modify Workspace settings.
Go to Settings on the left panel > Settings, then select the checkbox under Business email. This will allow users on your account to connect their business emails to send PandaDoc documents via their personal inbox instead of using PandaDoc email.
Warning:PandaDoc Support will be unable to help troubleshoot deliverability issues for emails sent from a personal email account.
Once this option is enabled in Workspace settings, each user on the account will need to enable it within their own Personal info.
Note:If you use multiple workspaces within PandaDoc, you’ll need to enable the Business email setting within Personal info for each workspace.
Warning:If you use a Microsoft email client, it's possible that your IT administrator will need to approve the PandaDoc app in your email client settings. This may be required despite the fact that the PandaDoc app is certified by Microsoft.
Send documents via personal email
Once your business email is enabled in Workspace settings and Personal info, your documents will be sent from your personal email after you’ve selected the Send via email option.
Warning:If you use the Sent on behalf feature to send documents from another user with whom you share an account, recipients will still see your connected email under “Reply to” in their inbox.
If your recipients reply to the email containing a document, you’ll receive the reply in your personal inbox as well.
You can easily switch emails to come from firstname.lastname@example.org by deselecting the checkbox under Business email in Settings > Personal info.