If some customers are not seeing your PandaDoc documents in their inbox or you're finding it challenging to get sign off and payment, here's some things that you can do:
Deliverability
White Label Email
- If your domain is company.com
- Choose an email like docs@email.company.com
- The mail subdomain is known to improve inbox deliverability
- You will need to make TXT and MX record additions to your DNS
- Contact support@hubdo.com to have this set up
Shared Links
- If using PandaDoc send button, do that first
- Then use the Share Link button to copy the link of the recipient you are sending to
- Be sure not to send the wrong link, or the recipient will be signing as another
Getting documents signed and paid
Send Reminder Button
Once a document has been sent, you can manually send a reminder
- Open the document
- Press Recipients
- Select the recipient to remind
- Press "Send reminder"
- If the document has been completed but awaiting payment, use the same method to send a payment reminder.
- Here's an example of the reminder email from PandaDoc
Auto Reminders
In settings, you can activate auto-reminders
- Go to Settings -> Settings
- Set the numbers of days before the first reminder is sent
- Set the frequency for how often to resend: Choices are Weekly or every 3 days
Expiry Warnings
In settings, you can activate warnings for documents about to expire
- Go to Settings -> Settings
- Under Expiration Setting, set the number of default days for expiry
- Activate the option: Warn signers 1 day prior to the expiration
Shared Links
Same as in the prior section - use the Share Link button to copy the direct link to the document for a user, and then send them that link through any means you prefer:
- Personal email
- Online Chat
- Text Message
- etc
If you are still having any challenges with deliverability, contact support@hubdo.com