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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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147 results found

  1. Inherit approval settings of an approved document when it is converted into a template

    2 votes

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  2. 1 vote

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  3. 1 vote

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  4. 1 vote

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  5. Option to send a document for approval after all suggestions from the recipient were resolved

    3 votes

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  6. 1 vote

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  7. Possibility of adding a dynamic condiitonal approval according to roles, i.e the document can be approved by an employee and their line manager, a different employee and their particular line manager

    2 votes

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  8. Include on the audit trail what exactly has changed via approval workflow

    2 votes

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  9. Allow a user not part of the workspace to get notification of approval.

    1 vote

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  10. the ability of an approver to turn off the approval notification email whenever a document is sent for approval

    5 votes

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  11. 1 vote

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  12. Approvals process and actual workflow for contract going in navigating between different parties within the same company.
    For example, after you're able to do that where you set up a workflow approval process where you send a draft on over to someone. It gets edited, and then if it gets approved it gets sent on to the next party; If it gets declined, then it either stays with them until it gets edited, or tracks and goes back to step. To have like a full CLM platform.

    3 votes

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  13. 1 vote

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  14. When adding a new approver they can't update any document that was created prior to the change. This creates a bad experience where a new doc needs to be created via the template or the new approver can't approve. This creates a bad experience for the internal team and adds a delay for the recipient.

    1 vote

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  15. Let's say a document is sent for approval. When an approver reviews the document, as the document is in "Waiting for approval" status, the variables are not highlighted in yellow anymore and because of that the approver can't see what variables were filled in by the document sender and which variables were NOT filled in by the documents sender. The client wants a better experience and requests the ability to highlight required variables in such a way that this highlighting persists for the documents in the "Waiting for approval" status. This will give an approver an opportunity to see if…

    1 vote

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  16. After doc is approved, would be nice to be able to organize docs as approved docs. Be able to filter docs by "approved" within a certain time period.

    3 votes

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  17. If the same user is being a part of multiple approvers groups (with different purposes) on a single document, notifications should be sent separately for each approvers group.

    1 vote

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  18. "Document.ExpirationDate" should be visible to the approver of a document with a note saying this will be populated once sent to client and reference the settings on the document eg. "the date will automatically be populated with an expiry date 7 days after the date it is sent"

    1 vote

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  19. QES provided by Swisscom ii. QuoVadis Trustlink iii. SwissSign iv. Bundesamt fur Informatik.

    1 vote

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  20. 2 votes

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