Option to bulk create documents via CSV file
Ability to create document from csv just link in Bulk Sending but not actually sending them out
8
votes
Jaynna Ellis Dela Llana
shared this idea
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Iryna Pekarchyk commented
Option to generate draft documents from a template in bulk without sending them. The workflow should be similar to Bulk Send, but without the automatic sending of documents.
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Janiene Farquharson commented
With the bulk send feature, it would be great to have the flexibility to either send them all at once, or send them individually if we wish.
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Brian Gacila commented
I have been doing bulk send documents from a CSV which is awesome. However, I need to create a small number (approx 10) letters from the same template but send them manually i.e. i don't want panda doc to send them I just want to create the PDF documents and download and send them to the client directly.