150 results found
-
Approval on text/content blocks on an order form/contract
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 -
1 vote
-
Ability to approve or deny contract from API
Ability to use the API To approve or deny contracts.
1 vote -
1 vote
-
Multi-stage Approval Workflow for Approver Group
Approver A approves the document, only then it goes to Approver B for the final approval
7 votes -
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 -
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
29 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 -
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.
17 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
-
Send the document automatically after approval
Automatically send the document once it is approved.
89 votesHi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
-
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…4 votes -
General settings for workflow approval: Update approval workflow setup for multiple templates in bulk
Have the same approval workflow setup for multiple templates
58 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
- Don't see your idea?