147 results found
-
Document rejected notifications *sent to a document approver / rejected docs and notes to them visible in one place
Document rejected notifications *sent to a document approver so the document approver can see all the docs rejected and can see notes as well
5 votes -
Lock down / restrict document editing after approval
Once a document is approved, lock down ability to edit the document before sending to the client.
Approval is to confirm finalization of the terms on the contract for the client.2 votes -
continue approving document when there are suggestions made, keep it in suggestion mode
continue approving document when there are suggestions made, keep it in suggestion mode
2 votes -
variable for approval date to be effective date
Variable for "approved dated" to be effective date of the contract.
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
6 votes -
Approval Workflow by Manager after the recipient sign the contract
Suggest add a option in Approval Workflow, the contract is needed Manager approve after the recipient sign the contract
28 votes -
Conditional Approvals for Pricing Column
Functionality that if a price quote or discount is below a certain threshold, it can be sent for approval.
1 vote -
Override Approval: vacation setting (Allow Admins to force approve or reject document approvals) [WORKAROUND PROVIDED]
Do you have to assign someone else to approve proposals while you're temporarily out / on vacation?
Let us know how important this feature is to you.105 votes[WORKAROUND]
Hi all!
I’m happy to announce that you can now edit an approval workflow at the document level, whenever a document is in draft status. This change could help you in case an original approver is unavailable to perform the action (maybe they’re on vacation) and you need to change the approver without disrupting the approval process. Here are a few benefits of this new feature: An account admin/manager no longer has to change an approval workflow at the template level A document creator doesn’t need to create a new version of a document once its approval workflow has been changed Making a change to an approval workflow is quick and easy, saving a ton of time and effort for everyone involved Read this Help Center article to learn more about how it works: https://support.pandadoc.com/hc/en-us/articles/360016122334#h_01F2H326V6QVFDF0D8S2VPCE9Z
I would be happy to answer your questions and get a feedback from you. You can…
-
Conditional Content Approval
Needs conditional routing, conditional approvals (More advanced than what we have)
When content within a document is edited to remove or edit clauses from the template send for approval to specific group.
15 votes -
Changing background colors based on what stage you are in (template vs document creation vs approving vs signing)
It's easy to get confused as to which section you are in the document process (template vs document creation vs approving vs signing). I think this could be fixed by having a different background color or other differentiation for the pages other than the item location in the top left corner.
2 votes -
5 votes
-
1 vote
-
General settings for workflow approval: Update approval workflow setup for multiple templates in bulk
Have the same approval workflow setup for multiple templates
53 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote! -
Ability to edit recipients after document was approved
To avoid starting the approval process from the beginning
2 votes -
1 vote
-
Send the document automatically after approval
Automatically send the document once it is approved.
73 votesThe status of this suggestion is currently unchanged. Please check back for updates.
-
Approval workflow in forms
Approval workflow in forms
31 votes -
Document download approval
Very few of our users ever use the PandaDoc to send documents or collect signatures. Most of them, at least as far as I understand, will use the templates to create a document, then just download it, print it out, and deliver it person to collect an in-person signature. From what I can tell, the downloading of documents is not subject to the approval workflow process, regardless of whether the button says “send” or “send for approval.”
So at least as far as I can tell, if we were to set up an approval workflow on a template, that’s not…3 votes -
Mulitple separate approvers on one template
Customer is looking for the ability to have multiple approvers on one template (with the document creator having the ability to choose which of those individuals will be the approver). Ex: there are 4 individuals who can approve the document and based on certain scenarios you would choose who of those four is the appropriate approver. If Approver 1 fits the criteria for this scenario, then I could select that only Approver 1 be the approver on the document and it would only go to that individual
1 vote -
Approval flow for clients
Often a client needs to approve a document before it can be sent to their boss (the person signing on behalf of the company).
The "document forwarding & signature forwarding" options are not only very confusing to a lot of clients but also confusing for internal approval flows (i.e. there is a signer appointed to a document that is not eligible to sign on behalf of the company).
3 votes
- Don't see your idea?