Email Link through to Pandadoc

Stuart
Stuart Member Posts: 8 VERIFIED MEMBER
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in Apps and Integrations #1

Is there a section where we can nominate if we want the email address for the client/customer in the deal to carry through to a Pandadoc form or not? Some forms we want this to happen but some forms we don't. Apologies if this is a Pandadoc question.

Answers

  • Cejih Yung
    Cejih Yung Member Posts: 21 VERIFIED MEMBER
    Third Anniversary 10 Comments Name Dropper Photogenic
    #2

    Hi Stuart, it sounds like this could be solved by putting the email field within the specific forms you want. And then leaving it out of the forms where you don’t want email populated.


    Feel free to share more info on your use case and I can see what a solution could be.

  • Stuart
    Stuart Member Posts: 8 VERIFIED MEMBER
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    #3

    This is exactly what I did do, however, when I hit the create document button it automatically adds the client/customer email to the CC section of recipients. The system used to have a popup box that you selected to keep or delete the specific recipients but that doesn't happen anymore either.

  • Cejih Yung
    Cejih Yung Member Posts: 21 VERIFIED MEMBER
    Third Anniversary 10 Comments Name Dropper Photogenic
    edited November 2023 #4

    I see, not sure why PandaDoc removed that capability. SmartDocs will give you the option to remove customer emails from the Cc field. And it’s free.

    i switched from PandaDoc to SmartDocs earlier this year and it’s been quite convenient.

    let me know if you need a direct assist and we can see what we can do.

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