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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Option for approval workflow when selecting 'Give document sender authority to select approver' you can choose more than one person

    2 votes

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  2. Hi Team ,

    Kindly add audit history to every document & every template .
    So visibility will increase who updated approval workflow & who updated approver name in the template & document .

    it will useful to trace logs of any document & template .

    2 votes

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    1 comment  ·  Approvals  ·  Admin →
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  3. To be able to report on document rejection stats, examples:
    -which templates are being rejected
    -which creator
    -which approval step is it rejected at
    -how many times is the document rejected before approved

    And somewhere to view the rejection comments

    1 vote

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  4. If a document is updated that the approval workflow should go to who is on it currently not when it was originally submitted in the event there have been users added who can/should approve.

    1 vote

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  5. Prevent the approval workflow from triggering when the recipient makes changes to the quantity or product selections in a pricing table or quote. optional selections are made by the recipient. These changes are causing the approval workflow to trigger again, but it's intended that the recipient be able to change these things.

    2 votes

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  6. Allow approval workflow in bulk sends

    2 votes

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  7. custom email message when sending another document

    2 votes

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  8. enable and manage approval workflow on document level instead of having to set this on the template level.

    7 votes

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    2 comments  ·  Approvals  ·  Admin →
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  9. It would be great to be able to create approval workflows connected to Workspaces, instead of a template.

    This would mean that documents that are received and uploaded into PandaDoc, could still go through this approval workflow. Supplier contracts, for example.

    2 votes

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  10. 2 votes

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  11. Allow approvers to make edits or suggest edits at the approval stage

    9 votes

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    1 comment  ·  Approvals  ·  Admin →
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  12. Ability to set the condition based on who is the sender. Example, new rep is sending document - approval required. Experienced rep is sending a document - approval is not required.

    11 votes

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    6 comments  ·  Approvals  ·  Admin →
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  13. Resend document to approver/ "ping" or notify approver or send a reminder to approve the document

    4 votes

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  14. Expand scope of condition for approvals beyond document value, quote or pricing.

    For users who works with wordy contracts lacking in pricing tables or quotes, it would be nice to see new approval conditions which extend beyond the current selection where the conditions can be for example edits to select clauses such as limitation of liability, indemnity etc

    1 vote

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  15. Our Customer Success team must approve contracts as our SaaS solution is customized to our customers needs. We would love the ability to automatically include a template when contracts are sent for approval. This will allow the Sales Rep to include relevant Customer Success details so the CS team can approve without looking through the contract.

    1 vote

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  16. We need an additional approval stage before the complete stage. It seems like a quite common area in other platforms but I can't find where I can edit this workflow.

    1 vote

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  17. require a message when someone sends for approval. This would be a really helpful feature to our team and save a lot of time as we need folks to explain why they are giving a discount before approving.

    1 vote

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  18. Will allow the user to send 2 separate emails to the Approval Groups

    1 vote

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    1 comment  ·  Approvals  ·  Admin →
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  19. Automatically fill a date field once the approval workflow has been completed

    2 votes

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  20. restrict removing the approval fro manager, only admin can do that

    1 vote

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