[Bulk Send] Reporting
Provide downloadable reporting for Bulk Send that includes:
A comprehensive status report for Bulk Send documents, showing which recipients have signed and which have not
Recipient URLs
A list of recipient emails with their delivery/status details, such as failed, received, completed, etc.
AdminMike Turke
(Admin, PandaDoc)
shared this idea
The status of this suggestion is currently unchanged. Please check back for updates.
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Olga Bethancourt
commented
The ability to generate and download a comprehensive status report for bulk send documents that shows which recipients have signed and which have not.
How should the feature work?
When a user sends documents via bulk send, they should be able to access a downloadable report (CSV/Excel format) from the bulk send dashboard that includes:Document names and recipient information
Current status of each document (Sent, Viewed, Completed, etc.)
Timestamp data for key actions
Filter options to view specific statusesOr include options in the Reports feature
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Veronika Yaroshevskaya commented
I have a customer that is sending multiple bulk-send. Because of the delivery he sometimes needs to send links to the recipients manually.
Therefore, it would be nice to have a report that will include recipients URLs that he and his team can easily get access to. -
Also, being able to pull a report that will include recipients links would be useful
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Thomas Hayes
commented
After the bulk send is sent out, generate a list of the emails and their status, such as failed, received, etc