Quick summary
PandaDoc lets you send automatic reminder emails to recipients who haven't completed their documents, using built-in reminder settings accessible directly from any document's options menu. You can control the delivery method and reminder frequency in just a few clicks, ensuring no signed document falls through the cracks.
Steps
- Go to the Documents tab in your PandaDoc dashboard.
- Find the document you want to remind the recipient about and click on it to open it.
- Locate the three-dot menu on the document and click on it.
- Click Settings from the dropdown menu.
- Select Reminders from the settings options.
- Toggle the Automatic Reminders option to enable it.
- Select how to deliver your reminder to the recipient.
- Set the reminder frequency to control how often reminders are sent.
- Click Apply to save and activate your reminder settings.
- Your automatic reminders are now active, ensuring recipients don't forget to complete their documents.
