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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 13 votes

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    Idea  ·  3 comments  ·  Approvals  ·  Admin →
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  2. 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.

    24 votes

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    Idea  ·  3 comments  ·  Approvals  ·  Admin →
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  3. scheduler that i can autosend an approval document each day

    1 vote

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  4. Have the ability to say, "if this section (pricing table, text, page, etc.) is edited, then this document should go off for manager approval". The user should be warned when clicking into one of these sections that any edits will trigger an approval.

    5 votes

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  5. 2 votes

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  6. Include the link to related to the document Salesforce notification in approval email.

    4 votes

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  7. 1 vote

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  8. For example -- an individual would like a colleague to review a document (but not have to approve it for it to be sent out) who is not in the workspace and does not have a PandaDoc account.

    1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  9. I would like to set up two approvers on all my templates - first our head of sales and then second our CEO. Would it be possible to somehow make sure that the 1st approver doesn't need to approve the document again if the CEO makes an edit on it?

    So, if the document is approved by CEO, the sales rep won't need to approve but if the sales rep approves it, CEO will still need to approve it.

    12 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  10. Improve how redlining and approval workflows work together since there is limited functionality when using the two features simultaneously.

    18 votes

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    Idea  ·  2 comments  ·  Approvals  ·  Admin →
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  11. restrict document owner to sign before the document is sent for approval

    1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  12. Separate Approved from To Be Approved within Dashboard- It's misleading, because it says "For approval" on the Dashboard and in the filters on the Documents screen. Docs pending approval are more important than docs that are already approved as far as setting priorities.

    11 votes

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  13. able to see approvers names when checking documents from the Documents list (dashboard)
    currently you can see only icons and the names when you click on the icon

    2 votes

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  14. Auto-update the approval setting in documents (in Waiting for approval status) previously created from this template

    4 votes

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  15. Conditional approvals based on the Profit Margin in the pricing table

    7 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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  16. Approvers should be like signers, so that they do not take up a license in the system. In this case this approver/director is outside of the HR department and should only have access to the documents that are sent to them. It would be preferred if they did not have to log into the system to approve a document. Hope this make sense.

    6 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  17. It would be nice to have the option to include signatures in the conditional approval workflow.

    8 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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  18. 1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  19. Authentication procedure for approver (password, etc).

    5 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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  20. Ability to send "Document Approved" notification to more than just the document creator.

    10 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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