[Editor 2.0] Automatically send PDF of a completed document

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

Enable on a 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, click the "..." > Template/Document details > 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.)

Enable for all new templates and documents

You can also set up the email attachment for all new templates and documents, on the workspace level. Go to Settings > Settings, find Email attachment, check the box next to this settings and click Save changes in the top right. All templates and document created after this changes will have this setting on. 

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.

When a document is completed manually the automatically generated email, including the PDF attachment you add manually, will be sent to all parties.

Document recipients can also download the document by opening it from the PandaDoc email and clicking Download within 6 months after completion.