Downloading attachments along with the document they are attached to
This is a much needed improvement. We collect important documents like certificates of insurance, W9's etc. with our contracts. It kills productivity to have to go into the platform to be able to view it - even more difficult for our users that don't have a PandaDoc license.
It also makes us look unprofessional when we have to tell our clients that "yes there is modified language **attached** to the contract, you just don't get a copy of it included in the final document due to a limitation of the platform that we use. Let me spend more of my time assembling a PDF for you."
All of that goes over like a **** in a punch bowl. ;-)
Nino Domingo commented
Hi Paul kindly edit as I believe it is meant to read:
That all parties can open and view all contents and certificates and can download and save to their files with all the respective contents with the certificates.
Paul Cedric Guevarra commented
Option to include attachments when downloading a document and certificate
Will allow the user to utilize the following options
Option1: that party can open and view all contents and certificates but cannot download and save to their files all the respective contents.
Option 2: i can download then send but unfortunately the download won't have the identification attached to the certificate and the receiving party may decline the request.
Craig Schneider commented
Our support team often misses attachments when they download the signed application because often our attachments are optional. Downloading attachments with application would be a very nice enhancement.
Elizabeth Bardeau commented
When a document with attachments is signed, send those attachments as well as the signed pdf to all recipients.
Yana Martynenko commented
1. Link in the document that lead to the attachment
2. Download attachments with document PDF
Roman Klinetskyi commented
Include attachments into the document pdf once you download a completed document.