How can I setup my documents to send a reminder automatically?

Focus: The focus of this self help is guide to providing an understanding how to use “automatic reminders” for documents sent through PandaDoc.

What is auto-reminder?: With this option, you can setup reminders  to be email automatically to your signers that not completed the document.

Availability:  The option is enabled automatically on the Business and Enterprise PandaDoc plans  and can be disabled/enabled by going to the Add-ons store, “Workflow Section.”

Template level enablement:  You can set up auto reminders on templates. All new documents created from that template use your reminder settings. Please note existing templates created before November 11, 2016 will require you to manually set it on those specific templates.

Options included for auto-reminders as of November 11, 2016:

  • Set and change auto reminder frequency before and after the document is sent
  • Reminders are sent only to signers and recorded under Activity > Actions

Step 1: Auto Reminder Setup for all templates and documents.  Click on Settings > Settings > Auto reminder. Customize your reminder settings for the “Send first reminder…” and “Repeat” options.  Click on “Save” to save all changes. These will be the default reminder settings for all future templates and documents created November 11, 2016.

Auto Reminder - Setting - Settings

Step 2a: Template setup. You can also setup auto-reminder at the template level. Open any template, then go to More… > Settings. Please note that this is a unique setting for this particular template. It will not affect other templates you have in your account. Use this step to for templates created before November 11, 2016.

Auto Reminder - Template - More - Settings

Step 2b: Click on the “Gear” icon to show the options for auto reminders.  Options include, “Send first reminder in…” and “Recurring reminders”. Make sure to click on “Apply” when done.

Auto Reminder - Template Options

Step 3a: Document setup. You can also setup each document for auto-reminder. Open any document, then go to More…. > Settings. Please note that this is a unique setting for this particular document. It will not affect other templates you have in your account. Use this step to for documents created before November 10, 2016.

Auto Reminder - Document - More - Settings (1)

Step 3b: Click on the “Gear” icon to show the options for auto reminders.  Options include, “Send first reminder in…” and “Recurring reminders”. Make sure to click on “Apply” when done.

Auto Reminder - Document - More - Settings (2)

Step 4: Sending Document: Notification of setup of auto-reminder. After you click on “Send” and modify the name of the document, you will be presented with the “Send Document Dialog.” If you have “Auto-reminders” enabled, you will a small notification letting you know that it is has been enabled and frequency of the reminder.

Auto Reminder - Sending - Notification

Step 5: Review and change the auto reminders after the document has been sent. Once you sent out the document to your recipients, you can modify the expiration by click on More… > Settings > Auto Reminders.

Reminder - After Sending - More options

Step 6: Notifications of auto reminder. When an auto reminder is sent out to your Signers, this will also be shown in Activity > Actions.

Auto Reminder - Actions - Notificaton of auto reminder

Step 7: Email example to your recipients for auto reminder. Shown below is an example email that will be sent to your recipients if the auto reminder is used.

Auto Reminder - Document - email to recipient

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