68 results found
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Conditional approval workflow based on variables
Additional logic to the approval process conditions to use PD variables (i.e. Deal Owner) once the first approval is done by the group, the second approver is the deal owner who will do a final check on the proposal before sending it to the recipient.
43 votesValeryia Baranava responded
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bundling approval workflow
Right now, when I try to create a bundled transaction, the approval workflow that was in place with selected templates or documents disappears--
9 votes -
2 votes
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Approval Workflow through API
Ability to assign an approver to a document created through the API. This approver should not be required to be assigned through the template first.
15 votes -
Approval Workflow auto-reminders
if an approver doesn't approve a document in a certain amount of time they get an email reminder
27 votes -
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 -
Approval flow for clients
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).
4 votes -
7 votes
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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.8 votes -
Ability for Approvers to Edit During the Document Approval Workflow Process
I would like to have the ability as a document reviewer to be able to make a quick edit to a document in the "for approval" category without having to go through the full edit and approval process.
Current Steps:
1. Receive doc for review
2. Review - while reviewing you see a necessary change
3. You must click "Edit Document" and make your desired edits
4. I then have to resubmit for review
5. Review
6. ApproveAs a reviewer role, I should be able to edit the document within my review and approve all at once which would…
79 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Edit Approval Workflow without editing doc
Customer would like to be able to change the approval workflow after sending without editing the document first.
26 votes -
Bulk/multiple approval of documents
To be able to approve multiple documents that were generated via bulk send feature.
6 votes -
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.
20 votes -
Reporting: Time a document is waiting to be approved when sent to approver
time to approve success metric
44 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!
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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
30 votes -
Dashboard information for Recipient/Approvers should be changed to full name instead of Initials
Dashboard information for Recipient/Approvers should be changed to full name instead of Initials
4 votes -
Trigger Approvals based on if a section is edited
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.
6 votes -
Approval workflow in forms
Approval workflow in forms
36 votesWe wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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General settings for workflow approval: Update approval workflow setup for multiple templates in bulk
Have the same approval workflow setup for multiple templates
62 votesWe wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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Auto-update the approval setting in documents created from this template
Auto-update the approval setting in documents (in Waiting for approval status) previously created from this template
5 votes
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