Collect files field (Upload field EV2)
Upload field ev2
I know this is currently being developed but if this feature is being added, there needs to be a method to easily retrieve the files. At the moment, the only way to download the files is to go to completed documents individually and saving them. And only one local storage. This will not be efficient if we have to do this with multiple files with multiple customers.
Can you add functionality to your API so we can connect pandadoc to the google drive via zapier so we can download the attachments with completed documents automatically?
Polina Ismailova commented
Attachments to be attached by the recipient before compliting a document.
AdminMasha Kisel (Admin, PandaDoc) commented
Is there an upload multiple document field I am able to use?
AdminEmily Cozzens (Admin, PandaDoc) commented
Customer would like to use attachment blocks in Editor 2.0 the same way they worked in the Classic editor.
AdminTate Davis (Admin, PandaDoc) commented
Include files into the package that goes along your document to share extra project-based information like T&C's, a PDF with a portfolio, or an Excel with detailed project cost calculation.
Collect files from the recipients as a part of the document signing process to make sure you don't miss critical info like W-9's, Bank Statements, or personal photos.