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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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    Nick Adams commented  · 

    Another reason this feature is important is for templates that have the Review feature enabled.

    For example, we have 3 templates that we want to be able to bulk send to 1 recipient but one template has the Review feature enabled so that our recipient's legal team has the opportunity to redline it. However, the other 2 templates we do not allow to be redlined so combining all 3 templates into one won't work.

    The only viable workaround we have found is to generate links for each document and send in a separate email versus through PandaDocs. However, because each recipient has to have their own unique link for each document it adds additional manual work on our end to send to everyone that needs to be CC'd (to avoid CC'd recipients clicking on the Signer's link). So we lose a lot of the automation value that PD provides us this way.

    Nick Adams supported this idea  ·