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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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    0 comments  ·  Approvals  ·  Admin →
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  2. send the document to recipients first before sending for approval

    4 votes

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  3. 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. Approve

    As a reviewer role, I should be able to edit the document within my review and approve all at once which would…

    54 votes

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    1 comment  ·  Approvals  ·  Admin →
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    Hi,
    Thank you so much for reaching out! This is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. We will definitely work on approval workflow improvements and the ability to edit the document while in the approval stage is one of the key things we are considering for delivery. Stay tuned.

  4. Customer would like to be able to change the approval workflow after sending without editing the document first.

    19 votes

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    2 comments  ·  Approvals  ·  Admin →
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  5. To be able to approve multiple documents that were generated via bulk send feature.

    3 votes

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  6. 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

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  7. scheduler that i can autosend an approval document each day

    1 vote

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  8. 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.

    15 votes

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  9. 29 votes

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    1 comment  ·  Approvals  ·  Admin →
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  10. 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 again

    2 votes

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  11. 6 votes

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    1 comment  ·  Approvals  ·  Admin →
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  12. 1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  13. 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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  14. allow custom roles be approvers in workflows

    4 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  15. Conditional approval based on the type of line item.

    6 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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  16. Suggest add a option in Approval Workflow, the contract is needed Manager approve after the recipient sign the contract

    28 votes

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    Idea  ·  5 comments  ·  Approvals  ·  Admin →
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  17. 4 votes

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    Idea  ·  2 comments  ·  Approvals  ·  Admin →
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  18. 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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  19. 2 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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  20. 5 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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