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  1. Send multiple docs in 1 email / Envelopes / API packages

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    24 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    Released  ·  Valeria Pochapskaya responded


    Document Bundling

    Document Bundling allows you to group multiple documents, send, and track them all at once, within a single document transaction — no more misplaced documents or sifting through emails.

    Ready to bundle up? Check out this helpful resource to learn how to create your first document bundle.

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    Chris Greene commented  · 

    We should be able to create a document, then not have it automatically take you to the send screen. Should be able to create another document in that same email, or add a template, before having to send. Customers are not responding to the second email, as they only see the one. It's not efficient. Please develop this feature.

    Chris Greene supported this idea  ·