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Notifications
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Written by Marya Maksimchuk
Updated over a week ago

There are eight notification options you can set for your account:

  1. Document delivery failed: If an issue arises with sending an email to your recipient from PandaDoc, you’ll receive a notification about the issue. Go here for email delivery troubleshooting.

  2. Document is opened by a recipient for the first time: When your document is opened for the first time, you’ll receive a notification.

  3. Document is opened by a recipient every time: Each time a recipient opens your document, you’ll receive a notification.

  4. Document is completed by a recipient: Each time a recipient completes your document, you’ll receive a notification

  5. Document is completed by all recipients: Once all recipients have completed your document, you’ll receive a notification.

  6. Comment is posted: Whenever a public comment is posted, you’ll receive a notification. Go here to learn more about comments.

  7. Suggestion is added: Whenever a new suggestion is added to your document using PandaDoc’s contract negotiation function, you’ll receive a notification. Notifications about resolved suggestions (including replies to these suggestions) will be unaffected by this setting.

  8. Any messages or notifications for documents sent on my behalf: If a document has been sent on your behalf, you’ll receive a notification.

Warning:

A user or a recipient with a PandaDoc account will not receive PDF files if the option “Document is completed by all recipients” is not checked.

To update any of these notification settings, go to Settings > Notifications and simply check or uncheck any notifications you’d like to receive.

Internal notifications

  • Billing notifications: This includes notifications related to invoices, payments, and renewals. Sent to the account owner.

  • Workspace notifications: Inform you when a user joins the workspace or requests access to it. Sent to the account owner and Admin role users.

  • Webhook deactivation notifications: Sent to the account owner and the webhook subscription creator.

  • User notifications: Inform you when a user requests access to a document as a collaborator. Sent to the document creator.

Learn more about notification emails sent to document participants here.

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