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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 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

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  2. 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

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  3. I want 100% of the document going out to be approved.
    I have salespeople who create their own stuff and send them without approval. Having an approval system across all documents would help make sure all that goes out is as it should be.

    4 votes

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  4. I would like the option for a particular content library item to require approval on the documents where it is placed. My firm could use this with our Bio page library items, so for example if Joe Smith's bio gets added to a document, Joe Smith's approval becomes part of the workflow. I would imagine this functionality could have many other use cases.

    5 votes

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  5. send the document to recipients first before sending for approval

    4 votes

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  6. 6 votes

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  7. 1 vote

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  8. Option to assign a user to be just a document approver.

    1 vote

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  9. To be able to approve multiple documents that were generated via bulk send feature.

    3 votes

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  10. Ability to add a Template and have its approval retain as part of the Main Document

    1 vote

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  11. Conditional approval based on the type of line item.

    6 votes

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  12. Change text in analytics for recipients to "not sent yet" when a document is in the approval status

    1 vote

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  13. 4 votes

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  14. To have suggested approved changes marked-up to double-check them later

    1 vote

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  15. allow custom roles be approvers in workflows

    4 votes

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  16. 1 vote

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  17. the below shows an example

    Recipient A: fill in the price
    Recipient B: fill in the remark
    Approver: reject the document due to the price, then recipient A can adjust the price and get approval again

    2 votes

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  18. 5 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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  19. 1 vote

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    • set approvers for groups of users within PandaDoc
    • user-related not template related
    66 votes

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    18 comments  ·  Approvals  ·  Admin →
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