How to Send Reminder Emails in PandaDoc
- George Apostolov
This guide is an interactive LiveDemo. Create interactive demos of your own product: Interactive demo software · Interactive customer onboarding guides · Start free
How to Send Reminder Emails in PandaDoc: step-by-step guide
Go to the 'Documents' tab.
Find the document you want to remind the recipient about. Click on the document to open it.
Locate the three dot menu and click on it.
Click 'Settings'.
Select 'Reminders'.
Toggle the 'Automatic Reminders' option.
Select how to deliver your reminder.
Set the reminder frequency.
Click 'Apply' to proceed.
Using these methods, you can ensure recipients don’t forget to complete their documents.
Quick answer: To send reminder emails in PandaDoc, navigate to the Documents tab, open your document, and click the three dot menu. Go to Settings, select Reminders, and toggle Automatic Reminders. Choose your delivery method and frequency, then click Apply.
About this PandaDoc tutorial
Automate document follow-ups in PandaDoc by configuring reminder settings, delivery methods, and frequencies for recipients. This guide shows how to send Reminder Emails in PandaDoc in 10 steps, starting with "Go to the 'Documents' tab" and finishing with "Using these methods, you can ensure recipients don’t forget to complete their documents". The interactive demo above is a click-through copy of the real PandaDoc interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to send Reminder Emails in PandaDoc?
10 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your PandaDoc data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under PandaDoc. Related guides: How to Set Basic Signing Order in PandaDoc, How to Set Document Expiration Dates in PandaDoc and How to Share Documents for Signing in PandaDoc. Last reviewed 05 Oct 2026.
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