147 results found
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Document approval defaults for all documents
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 -
Tie Approvals to Content Library Items
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 -
send the document to recipients first before sending for approval
send the document to recipients first before sending for approval
4 votes -
1 vote
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Option to set a user as just an APPROVER of specific documents in a workspace
Option to assign a user to be just a document approver.
1 vote -
Bulk/multiple approval of documents
To be able to approve multiple documents that were generated via bulk send feature.
3 votes -
Ability to add a Template and have its approval retain as part of the Main Document.
Ability to add a Template and have its approval retain as part of the Main Document
1 vote -
Conditional Approval based on Line Item Type
Conditional approval based on the type of line item.
6 votes -
Status for recipient in approval workflow
Change text in analytics for recipients to "not sent yet" when a document is in the approval status
1 vote -
4 votes
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Marked-up approved changes to the doc
To have suggested approved changes marked-up to double-check them later
1 vote -
custom roles can be approvers in workflows
allow custom roles be approvers in workflows
4 votes -
1 vote
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Approver can reject the document and then the previous recipients adjust the document to get approve again
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 again2 votes -
5 votes
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1 vote
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[Approvals]: Make approvers user based [WORKAROUND PROVIDED]
- set approvers for groups of users within PandaDoc
- user-related not template related
67 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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14 votes
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Bypass approval workflow if no edits made (of just small ones, not related to pricing etc.)
Customers need to go through the approval process every time they edit the document - which is inconvenient and creates a bottle neck when they're editing for small reasons (i.e. not pricing or discount or terms related).
It would be nice to pin approval workflows to specific blocks, or define a way to bypass for edits.
25 votes -
scheduler that i can autosend an approval document each day
scheduler that i can autosend an approval document each day
1 vote
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