Settings and activity

2 results found

1. Adding the recipient twice in the signing order / Allow one email to hold two separate places in a signing order.

   67 votes

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   20 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Delete…  ·  Admin →
   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video below:

   Adding Recipients Twice in Signing Order

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   Sylvia Lopez commented  ·  Feb 25, 2021  ·  Delete…

   I need to be able to add a recipient (at least one) to the signing order twice. I never had this issue with DocuSign so I know it can be done.

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   Sylvia Lopez supported this idea  ·  Feb 25, 2021

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

   362 votes

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   24 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  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.