How to Send Reminder Emails in PandaDoc

Guide

1. Go to the 'Documents' tab.

2. Find the document you want to remind the recipient about. Click on the document to open it.

3. Locate the three dot menu and click on it.

4. Click 'Settings'.

5. Select 'Reminders'.

6. Toggle the 'Automatic Reminders' option.

7. Select how to deliver your reminder.

8. Set the reminder frequency.

9. Click 'Apply' to proceed.

10. Using these methods, you can ensure recipients don’t forget to complete their documents.