Sending several documents for signatures to one email

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

Comments

7 comments

Official comment
Rocky Dohmen

January 05, 2022 21:19

Edited
UPDATE:

PandaDoc now has Document Bundling and it is FREE for all paid plans!

Check out the details here.

- - - - - - - - - - - -

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:
Comment actions Permalink
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.
1

Comment actions Permalink
Anthony Armstrong

March 30, 2021 08:34
Yes, this is very important. I would sign up to a paid subscription if this was available.
0

Comment actions Permalink
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!
1

Comment actions Permalink
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
1

Comment actions Permalink
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.
2

Comment actions Permalink
Laura Lane

May 20, 2021 16:22
It would be very helpful to be able to send multiple documents in one email.
1

Comment actions Permalink