Preview bulk send before sending
Preview what one doc would look like before sending via bulk send
Liz Panda
shared this idea
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Gideon Evers
commented
This way the user could already spot errors in the template and in the individual documents.
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AdminYuliya Valko (Admin, PandaDoc) commented
It would be great to preview the document before bulk-sending it to ensure it has no errors.
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Frank Elliott commented
Would be great to have a link I could embed into an iframe to preview a document.
Our intended flow is to generate the document from a template using the API using our own form. We wanted our users to be able to preview the populated draft document before sending to verify that there were no errors.At the moment it looks like we have to download the draft document pdf using the api, and then embed that instead for preview which is just a lot more hassle.
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Brian Gacila commented
draft documents for bulk send instead of sending it right away
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Nick Jankovich
commented
It would be beneficial to have the ability to preview a "bulk send" document prior to sending out. It's nearly impossible to determine if a document has an error before sending out