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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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  2. Ability to populate approver's name via variable.

    2 votes

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  3. Conditional approvals could benefit from the addition of the AND statement.

    32 votes

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    5 comments  ·  Approvals  ·  Admin →
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  4. 1 vote

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  5. As a second request, I’d love to have multiple approval workflows with ability to send back 1 level and not back to the start of the approval process. For instance, if 1 group is accountable for wording, 1 for legal and 1 for pricing. I don’t want someone adjusting pricing to require everything to start from the beginning again.

    2 votes

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  6. When adding a new approver they can't update any document that was created prior to the change. This creates a bad experience where a new doc needs to be created via the template or the new approver can't approve. This creates a bad experience for the internal team and adds a delay for the recipient.

    1 vote

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  7. Let's say a document is sent for approval. When an approver reviews the document, as the document is in "Waiting for approval" status, the variables are not highlighted in yellow anymore and because of that the approver can't see what variables were filled in by the document sender and which variables were NOT filled in by the documents sender. The client wants a better experience and requests the ability to highlight required variables in such a way that this highlighting persists for the documents in the "Waiting for approval" status. This will give an approver an opportunity to see if…

    1 vote

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  8. 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.

    6 votes

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    1 comment  ·  Approvals  ·  Admin →
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  9. If the same user is being a part of multiple approvers groups (with different purposes) on a single document, notifications should be sent separately for each approvers group.

    1 vote

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  10. "Document.ExpirationDate" should be visible to the approver of a document with a note saying this will be populated once sent to client and reference the settings on the document eg. "the date will automatically be populated with an expiry date 7 days after the date it is sent"

    1 vote

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  11. QES provided by Swisscom ii. QuoVadis Trustlink iii. SwissSign iv. Bundesamt fur Informatik.

    1 vote

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  12. 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.

    8 votes

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  13. 4 votes

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  14. Ability to set up approval workflow with a user who cannot see others' documents. Custom settings to only see others documents that they are an approver for.

    1 vote

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  15. After a document goes through the approval process they stay in the "For Approval" block once they have been approved or rejected. It would be nice for them to move to to a Approved block or a Rejected block for visual confirmation of the process being completed instead of them staying in the "For Approval" until they are sent or Re-submitted for Approval.

    2 votes

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  16. Right now, when I try to create a bundled transaction, the approval workflow that was in place with selected templates or documents disappears--

    5 votes

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  17. When certain items in an order form have been changed (for example governing law, payment terms, etc), there is no approval triggered. As a result of this, legal has to review the entire order form all the time. If would be very beneficial when you could trigger an approval workflow when certain text or content is changed. For example, when the payment term is changed from the default (or default options in a dropdown), the approval workflow for approval by Finance is automatically required.

    2 votes

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  18. 1 vote

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  19. 29 votes

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    1 comment  ·  Approvals  ·  Admin →
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  20. Customer would like to be able to change the approval workflow after sending without editing the document first.

    19 votes

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    2 comments  ·  Approvals  ·  Admin →
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