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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. To be able to approve multiple documents that were generated via bulk send feature.

    3 votes

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  2. I would like the option for a particular content library item to require approval on the documents where it is placed. My firm could use this with our Bio page library items, so for example if Joe Smith's bio gets added to a document, Joe Smith's approval becomes part of the workflow. I would imagine this functionality could have many other use cases.

    3 votes

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  3. 3 votes

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  4. 3 votes

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  5. 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

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  6. 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

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  7. Possibility of adding a dynamic condiitonal approval according to roles, i.e the document can be approved by an employee and their line manager, a different employee and their particular line manager

    2 votes

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  8. Approvals process and actual workflow for contract going in navigating between different parties within the same company.
    For example, after you're able to do that where you set up a workflow approval process where you send a draft on over to someone. It gets edited, and then if it gets approved it gets sent on to the next party; If it gets declined, then it either stays with them until it gets edited, or tracks and goes back to step. To have like a full CLM platform.

    2 votes

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  9. 2 votes

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  10. Would like to set up approvals based off of what team someone is on as well as what variables are pulled from the CRM into a document. For example, if someone from the Sales team can/should be exempt from the approval process set up because they are a manager or leadership position.

    2 votes

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    1 comment  ·  Workflow  ·  Admin →
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  11. To have the ability to pre-set at the template level, a default email address from which a document would be sent.

    2 votes

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  12. When users outside of Admin/Owner are creating documents allow a way for the admin to require users to upload specific details and information.

    2 votes

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  13. automated escalation process for the approval of documents

    i.e. if the document is not approved in 24h, send the document to another approver

    2 votes

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  14. 2 votes

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  15. Have a setting to show all users in the Creator based Leaderboard within Reporting function. Currently only users that have created documents/templates are listed and we would like to be able to access the data for those in the workspace that may not have created documents as well.

    2 votes

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    1 comment  ·  Workflow  ·  Admin →
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  16. 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

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    1 comment  ·  Workflow  ·  Admin →
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  17. 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

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  18. Control the signature order,for example, such that after the 2nd signatures, I need a manual control so that all the documents go at the same time to the 3rd signer

    2 votes

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  19. 2 votes

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  20. The functionality to see a variable has a value or is blank within a smart content block

    2 votes

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    2 comments  ·  Workflow  ·  Admin →
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