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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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150 results found

  1. Ability to use the API To approve or deny contracts.

    1 vote

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  2. 1 vote

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  3. 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

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  4. continue approving document when there are suggestions made, keep it in suggestion mode

    2 votes

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  5. Variable for "approved dated" to be effective date of the contract.

    2 votes

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  6. Document rejected notifications *sent to a document approver so the document approver can see all the docs rejected and can see notes as well

    4 votes

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  7. Approver A approves the document, only then it goes to Approver B for the final approval

    6 votes

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  8. Suggest add a option in Approval Workflow, the contract is needed Manager approve after the recipient sign the contract

    28 votes

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    Idea  ·  5 comments  ·  Approvals  ·  Admin →
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  9. Functionality that if a price quote or discount is below a certain threshold, it can be sent for approval.

    1 vote

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  10. 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.

    104 votes

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    6 comments  ·  Approvals  ·  Admin →
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    On roadmap  ·  Liza Gatsak responded


    [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…

  11. 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

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  12. 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

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  13. 5 votes

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    1 comment  ·  Approvals  ·  Admin →
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  14. 1 vote

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  15. To avoid starting the approval process from the beginning

    2 votes

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    1 comment  ·  Approvals  ·  Admin →
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  16. 52 votes

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    6 comments  ·  Approvals  ·  Admin →
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    Hi. 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!

  17. 1 vote

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  18. Approval workflow in forms

    31 votes

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    Idea  ·  3 comments  ·  Approvals  ·  Admin →
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  19. 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

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  20. Automatically send the document once it is approved.

    68 votes

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    7 comments  ·  Approvals  ·  Admin →
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    Hi. 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.

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