Merging Documents into 1 PDF file

Posted 5 months ago by SkySlope Support

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SkySlope Support Admin

Created By Colleen Adkins

Requester

I have suggested this before with no response. I would like a way to merge wither the checklist items or documents items into 1 PDF file. Both Sureclose and Paperless Pipeline have this available. It makes it much easier when you want to print, burn to a CD or save a file to a zipdrive. As of right now I have to send 1 document at time to accomplish this. Clients need to be provided with a copy of the closed file and sending them a link to access documents is not the best way to do it. How many people are going to save a link emailed to them for years...

Colleen

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17 Comments

SkySlope Support posted 5 months ago Admin

Created By Cynthia Deacon Daniels

Requester

Thanks Tyler

0 Votes

SkySlope Support posted 5 months ago Admin

Created By Prod Squad

Agent

Hi All!

Tyler from the Product team here at SkySlope. I hear you and understand your frustration! I promise we are not ignoring any requests or this forum. There is a lot that goes on beyond the scenes that determines what features are prioritized over others. The ability to merge pdf's is on our radar, while I cannot promise any timelines I can assure you it is on our minds!

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SkySlope Support posted 5 months ago Admin

Created By Cynthia Deacon Daniels

Requester

Yes I agree the frustration is real. Like you said they don’t seem to read our thread or aren’t listening to us…I’m going to call Skyslope now.

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SkySlope Support posted 5 months ago Admin

Created By Tracy Hare

Requester

This seems to just sit here with no real attention. Auto-Split, while fairly cool, should have taken a third row seat to this feature.

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SkySlope Support posted 5 months ago Admin

Created By Cynthia Deacon Daniels

Requester

I completely agree. If Brokermint and all the others have the merge feature SkySlope should too since it is superior. Yes it's been 3 years since I left Remax and we still cannot merge documents. This is sad and unprofessional.

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SkySlope Support posted 5 months ago Admin

Created By Colleen Adkins

Requester

No nothing has ever been done on this subject. It just gets ignored while change everything else.....Again Skyslope....please make it where we can take the documents off the checklist and merge them into 1 PDF file.

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SkySlope Support posted 5 months ago Admin

Created By Stephen Ray Thomas

Requester

It's been three years and nothing has been done. Any updates on this?

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SkySlope Support posted 5 months ago Admin

Created By Cynthia Deacon Daniels

Requester

I totally agree about have a Merging Documents function. Merging documents is essential to our business and Professional!!!

We cannot feel like our hands are tied...which they are. SkySlope is so innovative and it is so sad that we do not have the capability to merge documents.

Tech Department...please explain why the merge function is not available.

Thank you

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SkySlope Support posted 5 months ago Admin

Created By Layne Smith

Requester

Much needed function!

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SkySlope Support posted 5 months ago Admin

Created By Susanne Stauffer

Requester

oh wow - I thought this would be a given. Yes - this is a needed addition please.

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SkySlope Support posted 5 months ago Admin

Created By Ruby Diego

Requester

It would save agents and t/c's much precious time if it were possible. I agree that it is critical to our business.

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SkySlope Support posted 5 months ago Admin

Created By Cynthia Deacon Daniels

Requester

Hello...after working with brokermint, docusign and other platforms...I can't believe skyslope does not have the function to merge docs in one pdf. Hopefully I am mistaken. Merging is critical in our real estate business.

Please respond with a solution.

Thank you

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SkySlope Support posted 5 months ago Admin

Created By Ryan Ugstad

Requester

yes/up-vote

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SkySlope Support posted 5 months ago Admin

Created By Prod Squad

Agent

Hello everyone,

Thanks for taking the time to provide more detail on this request. We have another thread discussing this topic as well. Between the two, we understand the request fully. We will continue to monitor this one as well as the corresponding thread for more "yes/up-votes"!

Since we do not currently have a solution for this, you can always reach out to our rockstar support team who have tools outside of SkySlope to merge, split and help you with your documents. You can email them anytime at [email protected]

Thanks,

Jessey, SkySlope Product Manager

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SkySlope Support posted 5 months ago Admin

Created By Prod Squad

Agent

Hi All,

This is an interesting concept that we've been discussing internally. As Ash pointed out, there is a similar thread here where we can continue the conversation all in one place.

Thank you,

- Megan, Forms Product Manager

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