Sending several documents for signatures to one email

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7 comments

  • Official comment
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    Rocky Dohmen

    Hi Teresa, 

    Unfortunately, there is no way to send multiple documents at one time with PandaDoc. However, there are a couple of workarounds.

    You can use the "share via link" option when you send and then copy each document's shareable link and paste all 4 links into a separate email and send it to the recipient.

    Learn more about link sharing here

    Another workaround would be to save the templates as Content Library items. You can then create a new document and add the template library items needed. 

    For more information on using the Content Library, you can check out these posts:

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    Joe Licata

    Is this a functionality PandaDoc is working on adding, it would be hugely beneficial to be able to send multiple sign-able documents in a single message with our current use case. The two workarounds mentioned, though functional, don't work very smoothly on the client side.

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    Anthony Armstrong

    Yes, this is very important. I would sign up to a paid subscription if this was available.

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  • Avatar
    Rocky Dohmen

    Yes, work on bundling or the ability to send a virtual packet of documents is in development by the team but we are still 2-3 months out on a release. Please be sure to add your voice on the topic by visiting our Idea Portal, specifically this post

    Thanks!

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    TJ Daniels

    Wanted to add the note, it would be very beneficial for me as a client to have this function added to PandaDocs

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    Jagadamba Macaraeg

    I too would upgrade my account to be able to more easily send multiple documents in one email.

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    Laura Lane

    It would be very helpful to be able to send multiple documents in one email. 

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