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.
Tameeka Gilchrist
shared this idea
Document Bundling
Document Bundling allows you to group multiple documents, send, and track them all at once, within a single document transaction — no more misplaced documents or sifting through emails.
Ready to bundle up? Check out this helpful resource to learn how to create your first document bundle.
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[Deleted User]
commented
Send Multiple Docs for a recipient
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Polina Ismailova
commented
Send multiple documents to 1 recipient
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AdminReid Anderson (Admin, PandaDoc) commented
This allows you to send a group of docs - each needing to be signed - in one packet. Rather than individually or by merging them all in one template like you'd have to do in PandaDoc.
They're a payroll company and need this because they have 30 or so different templates and need new onboarding clients to fill out 3-5 of them, in varying combinations depending on the client. Hellosign can do it. It's both cheaper and easier to manage.
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AdminMike Turke (Admin, PandaDoc) commented
send 2 contracts to same person at once