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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Automatically fill a date field once the approval workflow has been completed

    2 votes

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  2. Ability to assign approvers for different teams. If there are multiple sets of approvers for different teams, and they need the ability to suggest edits as an approver in documents. Currently, if someone makes a comment, the author has to go in, reopen the document, make the edits, and then there's no tracking that edit was made

    2 votes

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  3. removal of approval workflow in the audit trail after document completion

    2 votes

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  4. Expand scope of condition for approvals beyond document value, quote or pricing.

    For users who works with wordy contracts lacking in pricing tables or quotes, it would be nice to see new approval conditions which extend beyond the current selection where the conditions can be for example edits to select clauses such as limitation of liability, indemnity etc

    1 vote

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  5. The option to change the document status from "document.waiting_approval" to "document.approved" via the API, when the approval workflow is enabled.

    3 votes

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  6. Our Customer Success team must approve contracts as our SaaS solution is customized to our customers needs. We would love the ability to automatically include a template when contracts are sent for approval. This will allow the Sales Rep to include relevant Customer Success details so the CS team can approve without looking through the contract.

    1 vote

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  7. We need an additional approval stage before the complete stage. It seems like a quite common area in other platforms but I can't find where I can edit this workflow.

    1 vote

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  8. require a message when someone sends for approval. This would be a really helpful feature to our team and save a lot of time as we need folks to explain why they are giving a discount before approving.

    1 vote

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  9. Customer would like to have another approval workflow after changes has been made for suggest edits

    2 votes

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  10. restrict removing the approval fro manager, only admin can do that

    1 vote

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  11. When a user makes changes to a template, it has to go through an approval workflow first before the template is saved

    2 votes

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    1 comment  ·  Approvals  ·  Admin →
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  12. 1 vote

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  13. The goal is to make it easy to set up a standard process for approving documents by creating a template group that includes "Legal," "Finance," and "Compliance." This group can then be added to any new document or template that needs to go through the approval process.

    2 votes

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    1 comment  ·  Approvals  ·  Admin →
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  14. A feature that will allow an approver to see the required or non-required fields on the document.

    2 votes

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    1 comment  ·  Approvals  ·  Admin →
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  15. Option to automatically require "Approval" if certain items from the Content Library are added to a document.

    1 vote

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  16. 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.

    26 votes

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    5 comments  ·  Approvals  ·  Admin →
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  17. Option generate session ID for document in Waiting for approval status

    1 vote

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  18. approval workflow to be edited with Creator license

    1 vote

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  19. the ability of an approver to turn off the approval notification email whenever a document is sent for approval

    5 votes

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  20. Create an Approver filter in the document list

    1 vote

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