Automatically send a 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, Manage or Add roles/recipients and switch the toggle for "Attach a PDF to email" on the right.
Make sure that the notification "Document is completed by all recipients" is checked (you can double-check in Settings > Notifications).
Note:
If this setting is enabled on a template level and you use it to create a Form, both sender and recipients will receive a PDF of the document completed from the Form.
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.
If a document's status is manually changed to 'Completed', the PDF of the completed document will not automatically attach to the generated email. The PDF should be attached manually when the status of the document is changed.
Document recipients can also download the document by opening it from the PandaDoc email and clicking Download within 6 months after completion.