Automatic Reminders
Our Pandadoc Settings are set to:
- Send a reminder 5 days after the document is first sent if it is still unsigned
- Send additional reminders every 7 days thereafter
HOWEVER - individual template settings will override these general settings. To check if automatic reminders are enabled for a specific document or template:
- Click the three elipses in the top right corner
- Settings
- Reminders
To manually resend a Pandadoc to a customer:
- In the top right, click Actions
- click Edit Document
- In the top right, click Send
- click Email
- Confirm the recipients and click Continue
- Edit the subject & email message
- click Send document
If the document has already been sent and you do not want to Edit it (or a recipient has already signed it):
- In the top right, click the Chat icon
- On the right, in the Chat panel, click the text box at the bottom that says “Send a Private Message”
- Once you click into that text box, you can change it from “Private” to “Public”
- Type in a message (such as “Resending this as requested” or “_____ has been added as a CC”.
- All recipients will receive an email with that message in it. The email can take 2-3 minutes to arrive.