Send a follow-up reminder to sign a document
Depending on your business needs, you can send a reminder to your recipient, if they haven't reviewed or signed the document.
Note
This option is not available, if the document is completed.
Send a reminder for a sent document
Click on Documents on the left, then click on the document name. Over on the right, click on the Recipients icon, find your recipient and click the name, then click on Send Reminder to….
Note
The reminder feature is only for recipients that you have assigned a field to.
Reminder email example:
Send a Payment Reminder
If you are using the Stripe<>PandaDoc integration, you can send a payment reminder as shown below.
Review a reminder notification in Document Activity
When reminders are sent out, a notification will also show up in Activity > Actions to let you know the reminder has been sent.
