Sending several documents for signatures to one email

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Teresa Payne

• November 05, 2020 22:32

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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• Official comment

  

  Rocky Dohmen

  • November 06, 2020 00:38

  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:

  • PandaDoc Content Library: a Breakdown and Best Practices
  • Arranging Pages
  • Manage Your Content Like a Pro

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  Joe Licata

  • January 11, 2021 16:48

  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

  • March 30, 2021 08:34

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

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  Rocky Dohmen

  • March 30, 2021 12:57

  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

  • May 06, 2021 20:55

  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

  • May 20, 2021 04:11

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

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  Laura Lane

  • May 20, 2021 16:22

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

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