[Classic Editor] Automatically send PDF of a completed document
Note:
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With this enabled, all document participants (recipients and sender) will receive an automatically generated email with a PDF of the completed document after it has been finalized by all parties.
Availability: all plans
Setup for all new templates and documents
Note:
this is only available for documents sent with this setting on; there is no way to retroactively apply this to past documents.When you setup the email attachment for your workspace, all NEW templates and documents will have this setting enabled by default. To do this:
- Open your PandaDoc account, click the gear icon in the bottom left corner > Settings;
- Scroll down to Email attachment and check the box for the setting;
- Click “Save” and you are set!
Set up per template/document
You have the option to setup the email attachment for specific templates, so that any document created from that template will inherit the setting. Additionally, you can set up an email attachment for individual documents not created from a template.
Open your template/document, go to ...More > Settings > and click the gear icon next to Email attachment. Check the box and save.
Make sure that the notification "Document is completed by all recipients" is checked (you can double-check in Settings > Profile.)
What’s next?
When your document is finalized by all parties, everybody on the document will automatically receive an email with a PDF of the finalized document. Please note, the notification "The document has been completed by all participants" will not be sent in this case!
Note:
when a document is completed manually, the PDF attachment will not be sent.
Document recipients can also download the document by opening it from the PandaDoc email and clicking Download within 6 months after completion.