Availability: Starter, Business, and Enterprise plans
Sending out the same type of documents and don't want to rewrite a brand new email message? Save time by creating email templates to be used over and over again.
All team members in your PandaDoc account will have access to previously added messages.
Note: Email templates are not available in the mobile app.
Create a library of email templates
Select the gear icon in the bottom left and select Emails. Scroll down to Notification email templates and select Manage email templates.
You can add a new email message from a document you are about to send. Click Send, then select Send via email, review the document recipients, and select Continue.
In the next window, select Email templates and select Create new message. Add email text, and a title and save.
Note: You can't apply styling to customize message formatting.
Use saved messages
To use a saved email message on a document, click Send, then select Send via email, next check the document name and click Save and Continue
In the next window, click Email templates
There you will find your library of email templates, select the one you'd like to use.
Edit and delete saved messages
Warning: You cannot revert to a previous version or restore a deleted saved message.
To edit or delete a Saved Message, click on the gear icon in the lower-left corner and click on Emails
Select Manage email templates
Click on a template and then either edit it and save changes or select Delete to remove the template.
Note: To add a URL to your saved message, copy the link from the browser and paste it into a message. A client will receive an active link within the email notification.