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  1. Preview bulk send before sending

    37 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    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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    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.

    Frank Elliott supported this idea  ·