169 results found
-
Custom Role Permission: Accepting/Rejecting redlines
Use case: account needs an approval workflow that kicks in ONLY if a doc is redlined; as a workaround we suggested adding the individual(s) to approve as an internal collaborator on the doc + that person can accept/reject the redlining. Con with this approach is that the doc creator can just not add an internal collaborator + accept redlines themselves since it's not a forced next step. If the custom roles permissions included a permission for users to have the ability to accept/reject redlines turned on/off then I think that would also potentially make this a helpful workaround (since user…
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 -
attach a pdf to saved messages automatically
Be able to attach a PDF to a saved message, so that you can send it with every document.
2 votes -
Report for viewed documents
a way to download all the emails for the people that only viewed my template
2 votes -
Approval Workflow through API
Ability to assign an approver to a document created through the API. This approver should not be required to be assigned through the template first.
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 -
Add a possibility to presave user groups
Would be great to have a possibility to save a user group for a more convenient process.
2 votes -
2 votes
-
Document approval defaults for all documents
I want 100% of the document going out to be approved.
I have salespeople who create their own stuff and send them without approval. Having an approval system across all documents would help make sure all that goes out is as it should be.2 votes -
option for adding BBC recipients within PandaDoc
option for adding BBC recipients within PandaDoc
2 votes -
PandaDoc Project Mangemnet
Create Projects with documents and tasks assigned to users.
2 votes -
Approver can reject the document and then the previous recipients adjust the document to get approve again
the below shows an example
Recipient A: fill in the price
Recipient B: fill in the remark
Approver: reject the document due to the price, then recipient A can adjust the price and get approval again2 votes -
swap person in signing order
If you are replacing a signatory and reassigning their fields to a new person then the new person should be in the same signing order place.
2 votes -
Enable redlining for the attachments
Enable redlining not only for the document itself, but for the attachments that goes together as well.
2 votes -
Redlining - Keep the document Grand Total
Grand Total value should not disappear from a document that was subject to the redlining process
2 votes -
2 votes
-
Zappier: Make the information entered by clients in a text field as a variables and Pass them to Zappier.
Make the information entered by clients in a text field as a variables and Pass them to Zappier.
1 vote -
Include changes in Approval workflow in the Audit Trail
Include on the audit trail what exactly has changed via approval workflow
1 vote -
Allow user that is not part of workspace to receive notification of approval
Allow a user not part of the workspace to get notification of approval.
1 vote
- Don't see your idea?