Add text to email
We send out documents for signature and want to add verbiage to the email with instructions, contact info and a thank you to the body of the email. Can this be done from inside of PandaDoc?
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Official comment
Hello Bruce,
Thank you for reaching out in the Forums!
Yes, this is definitely possible. Right before sending a document, you have the opportunity to draft a message that will be included in the email.
Also, there is a saved messages feature available so that you don't have the rewrite email messages. This is available with our Essentials, Business, and Enterprise plans.
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