Send multiple docs in 1 email / Envelopes / API packages
Client is interested in bulk sending multiple documents in 1 email...or the ability to direct a user to a list of document links for them to sign. Client currently send around 10 training documents to their employees as part of their onboarding. Multiple emails are confusing for them to manage and something always gets lost/missed.
Ready to bundle up? Check out this helpful resource to learn how to create your first document bundle.
[Deleted User] commented
This feature has been added but miss something important about design.
In a bundle, a theme -and only one- is applied to all the documents, even if those use different themes. As a result, design is completely messed up !
Could we have the possibility to choose which theme is applied to which doc ?
AdminRaena Aniban (Admin, PandaDoc) commented
From a customer, "please finish this fast. tool will be very useful for the accounting industry".
Paul Cedric Guevarra commented
Multiple Document Workflow - will allow clients to sign several different documents at one time.
Jan Van Veen commented
What is the status of this?
8 months ago it was mentioned this features was 2-3 months away from release.
For me, this feature is a show-stopper and forces me to stick with DocuSign, despite other big benefits of PandaDoc.
Chris Greene commented
We should be able to create a document, then not have it automatically take you to the send screen. Should be able to create another document in that same email, or add a template, before having to send. Customers are not responding to the second email, as they only see the one. It's not efficient. Please develop this feature.
Lena Panfilenko commented
it would be good to have a way to add more than one template to a envelope I am sending
Alfonso De La Torre commented
We just switched to PandaDoc from Docusign and we love it but the one thing our team is missing from Docusign is the ability to upload multiple PDF Documents and sending it as one transaction. We are able to also download them separately as PDF Documents in Docusign. With PandaDoc its one whole PDF when download which slows us down having to separate them in to different PDF Documents ourselves. Cant wait to see this developed! ; )
Jose Barni commented
Need this feature because I need to be able to download seperate part of your agreements for different departments in our company. ( an envelope of separate documents for signature is needed )
Natallia Skarabahatava commented
Option to select multiple templates to send documents in bulk, i.e. For example, I have Template A and Template B that I need to send together. Would I be able to send them as one send
Laura Lane commented
I would find it very helpful to be able to send multiple documents in one email as I'm using PandaDocs for HR - collecting employment forms for new hires.
AdminVeronica Carvalho (SE, PandaDoc) commented
lack of envelopes...
Hiep Nguyen commented
With DocuSign, the user was able to attach multiple documents to one e-mail needing signatures. When it was returned with signatures they have multiple documents they could loaded to different places. With PandaDoc they can upload many documents but it is ONE LARGE document. When it is returned we have to use a PDF editor to break the document into multiple documents.
Charles Chalekson commented
I have a great need to be able to send multiple templates in one email to the same user OR one template with additional content library files. For example person A receives template X with content library 1, 4, and 6 to sign and person B receives template X with content library 2, 5 and 7 to sign
My client is inconvenienced by the multiple emails received for each document requiring his/her signature. Merging of multiple pages to one doc and adding a signature fill where needed would be great. Adobe Acobat does this, this tool should be available in your platform as well
Michael Bauza commented
The customer would like to have the ability to send multiple documents at once.
Wang Yingting commented
As an SME, we often need to send 5-10 documents to our directors for approval. The ability to send multiple documents in one email (without merging the documents into one) would be very useful. It can be a deciding factor in choosing which platform to use.
Daniel Wang commented
As a real estate agent, we send anywhere from 10 to 20 documents per transaction and often bundle them when possible. It'd be great to have that functionality on PandaDoc.
Nick Adams commented
Another reason this feature is important is for templates that have the Review feature enabled.
For example, we have 3 templates that we want to be able to bulk send to 1 recipient but one template has the Review feature enabled so that our recipient's legal team has the opportunity to redline it. However, the other 2 templates we do not allow to be redlined so combining all 3 templates into one won't work.
The only viable workaround we have found is to generate links for each document and send in a separate email versus through PandaDocs. However, because each recipient has to have their own unique link for each document it adds additional manual work on our end to send to everyone that needs to be CC'd (to avoid CC'd recipients clicking on the Signer's link). So we lose a lot of the automation value that PD provides us this way.
Reid Anderson commented
Want template bundling where you can send a bundle of different templates at once but not as one doc as separate docs. DocuSIgn and Hellosign can do this.
[Deleted User] commented
Send document in bulk