PandaDoc
PandaDoc is a document automation platform that helps businesses create, send, and manage proposals, contracts, and quotes digitally. It offers templates, e-signatures, payment collection, and workflow automation to close deals faster.
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How to disable attaching a completed document PDF to emails in PandaDoc

Here is how to disable attaching a completed document pdf to emails in pandadoc

  1. First click the profile button in the top right corner of the header
  2. Then click on "Account settings" option in the dropdown menu under MY ACCOUNT section
  3. Next click on "Recipient experience" option in the left sidebar under CURRENT WORKSPACE section
  4. Then click on "Document completion" tab in the right side navigation menu
  5. Next uncheck the checkbox labeled "Attach a PDF of the completed document to email" to enable it
  6. Finally click on the "Save changes" button in the top right corner to save the settings

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Why should you disable attaching a completed document PDF to emails in PandaDoc

PandaDoc streamlines document management and e-signature processes, enhancing business workflows with efficiency and simplicity.

One beneficial feature is the ability to disable attaching a completed document PDF directly to emails. This feature offers enhanced control over your document security and organization, ensuring sensitive data remains within your chosen platforms.

Additionally, by preventing automatic attachments, you reduce email clutter and enhance privacy, ensuring only necessary documents are shared as per your preference.

Overall, this feature enhances your control over document distribution, keeping business communications streamlined and secure.

Last update
February 2, 2026
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