Sending several documents for signatures to one email
I am trying to prepare more than one document for signatures for sending to one client. When I prepare one document, it asks if I want to send it. I don't know how to save the prepared document, download others, and then send to the recipient. I don't want to send 4 emails for signing 4 documents
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UPDATE:
PandaDoc now has Document Bundling and it is FREE for all paid plans!
Check out the details here.
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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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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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