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ability to pass the document to On Hold status
ability to pass the document to On Hold status
3 votes -
3 votes
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Ability to use bulk send CSV to populate pricing data in calculation fields of pricing table
Ability to use bulk send CSV to populate pricing data in calculation fields of pricing table
3 votes -
3 votes
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Auto-update the approval setting in documents created from this template
Auto-update the approval setting in documents (in Waiting for approval status) previously created from this template
3 votes -
Approvers outside of PandaDoc
Approvers should be like signers, so that they do not take up a license in the system. In this case this approver/director is outside of the HR department and should only have access to the documents that are sent to them. It would be preferred if they did not have to log into the system to approve a document. Hope this make sense.
3 votes -
[Comments] allow mentions for 'member' role
Make it so that colleagues can be tagged in the document comments section and open the document via email link when the document is still being edited.
3 votes -
Send as PDF with link to PandaDoc
Send a PDF first and embed the accompanying link inside the pdf. That way they click a PDF and, once in, they can click to sign or click for details.
2 votes -
link from the PDF would automatically be emailed to them if clicked
Is there a way to request the link via email? So inside the PDF, the recipient would click a button that would request the link and the link would automatically be emailed to them.
2 votes -
Auto-fill sender's signature once the document is signed by the client
Auto-fill sender's signature once the document is signed by the client
2 votes -
Automatic document forwarding to another PandaDoc user when initial user is on vacation
Ability to automatically forward documents sent to you to any of your PandaDoc account users.
2 votes -
Conditional approval workflow based on variables
Additional logic to the approval process conditions to use PD variables (i.e. Deal Owner) once the first approval is done by the group, the second approver is the deal owner who will do a final check on the proposal before sending it to the recipient.
2 votes -
multiple approvers in same approval group
We would like to specify "at least two members of an approver group" approve a document in the workflow (e.g., we have 4-5 trusted reviewers, we would like two to say yes vs. one). Right now, we have the same group created twice, but there's nothing stopping the same someone from approving twice.
2 votes -
bundling approval workflow
Right now, when I try to create a bundled transaction, the approval workflow that was in place with selected templates or documents disappears--
2 votes -
Conditional Status Change
Create relationship between documents for conditional status change. I.E. one document is completed, another one automatically expires
2 votes -
Report for viewed documents
a way to download all the emails for the people that only viewed my template
2 votes -
Smart content on content library items
Want to keep templates at minimum. Tech solution has standard template > bring in scope from the CLI > then may want to add various video blocks for demos depending on the prospect and their knowledge of the solution. Not essential, but would be useful to be able to have smart content on top of CLIs to get more granular.
2 votes -
The option to have the same approver group on multiple templates and be able to make a change that updates all templates.
For example, add or delete an approver and the change be reflected on all templates.
2 votes -
Ability to edit recipients after document was approved
To avoid starting the approval process from the beginning
2 votes -
Multi-stage Approval Workflow for Approver Group
Approver A approves the document, only then it goes to Approver B for the final approval
2 votes
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