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Page 1 and Page 2 of DA Download in One PDF

When we download the Associate Detail (page 2 of the DA) page in the new Transactions, it opens a separate tab for each agent along with Page 1 of the DA. Can we please get it to where they download all in the same tab so we don't have to download multiple pages.

210 votes
Brian Kute shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?
tell us more  ·  Adminalainahebert (Product Specialist, Keller Williams Realty) responded  · 

Hi all! Thanks for all of your wonderful feedback so far. The engineering team is considering this idea for implementation, however, we are unsure if this would be the right choice for every Market Center.


Would it be helpful to be able to choose whether to automatically print the DA after moving a Transaction to the Closed status? We want to save clicks, and want to make sure we choose the best option for all MCs when implementing a feature for efficiency.

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  • Sydney Sipes commented  ·   ·  Report

    I email the DA's to our agents. It would be beneficial if page 1, plus all the associate details, printed together in one document. I send one email with the DA to anyone included on the transaction.

  • Maria Rozmenoski commented  ·   ·  Report

    We upload these to Command and our agents need both pages, so we are having to do two downloads then combine them. Even if there is a option to click "combine" so MCs have a choice

  • Danielle Knowlton commented  ·   ·  Report

    We email the agents and upload them to their opportunities.

    Ideally, we could upload the documents in one file to the opportunity.

  • Nichole San Miguel commented  ·   ·  Report

    When we download the DAs, it would be great if it would send an image to the Documents in Command, so that we don't have to download each page and then upload each page. It should image it instead of just downloading it. It would also be great to be able to print if needed instead of downloading then printing. Saves time!

  • Becky Lynam commented  ·   ·  Report

    Most of our teams use the Associate Details for their accounting records. So now we have to either combine them into one document before uploading to the opportunity, or we have to download them separately and email them to the rainmakers.

    I would like there to be an option to download them together as one - separately is also great, but the option to also download it together would make our lives soooooo much easier as MCAs!

  • Michael Norton commented  ·   ·  Report

    Our Market Center emails the agent a copy when the Transaction is approved to review and then again once the transaction is closed. I would like the option to 1) print only page 1,
    2) Page 1 plus all of the Associate Details together, and
    3) Page 1 plus each Associate's Details as separate files

  • Michael O'Brien commented  ·   ·  Report

    At our market center, we upload the DA file to our agents' documents folders in their opportunity. Having page 1 plus all the associate details as one file would be very helpful.

    Maybe a separate topic, but the option to bulk print/save the files by selecting the transaction or entering a string of transaction ID's would also be great.

  • Tamar Bolles commented  ·   ·  Report

    Yes please, Page 1 plus all of the Associate Details to print together!!

  • Michael Norton commented  ·   ·  Report

    A +1 feature would be to have the option to save as two separate files or as a combined file

  • Joel Westlund commented  ·   ·  Report

    CDA's to PDF: combine all pages option... vs. 2 separate downloads. I have to download 2 files, open one, combine Details page, then save as another pdf file.
    - Like DocuSign: would be great to save as one pdf file.

  • Ashlee Matthews commented  ·   ·  Report

    This has been the biggest thing for my teams since our switch to Transactions. Having to have so many separate PDFs has not been a good experience for them.

  • Michael Sargent commented  ·   ·  Report

    Having them not combined takes an exorbitant amount of time when you have teams. Being able to choose separated would be better.
    Also- add the address to the file name by default would help preventing renaming every file.

  • Christy Ross commented  ·   ·  Report

    This would save so much time. I have to download each page then combine them then resave them.

  • Julie Kirking commented  ·   ·  Report

    We upload the docs to a section in the opportunity and this would help if possible.

  • Jessica Tapprich commented  ·   ·  Report

    Every single one of my teams use this feature. We will now have to account for combining PDFs in our commission processing timeblock. It's SO important that this gets implemented.

  • Peggy Hetlage commented  ·   ·  Report

    Even single agents like to review calculations for their transaction

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