Automatically send a PDF of a completed document
With this setting 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 set up 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
- Select Manage or Add roles/recipients
- Switch on 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 the 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.
- Select your name in the lower-left corner and click on Workspace defaults
- Next, find Email attachment, check the box next to this setting
- Select Save changes
All templates and documents created after these 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.