159 results found
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Option to set a user as just an APPROVER of specific documents in a workspace
Option to assign a user to be just a document approver.
1 vote -
Ability to edit recipients after document was approved
To avoid starting the approval process from the beginning
2 votes -
Multi-stage Approval Workflow for Approver Group
Approver A approves the document, only then it goes to Approver B for the final approval
7 votes -
Ability to add a Template and have its approval retain as part of the Main Document.
Ability to add a Template and have its approval retain as part of the Main Document
1 vote -
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 -
Status for recipient in approval workflow
Change text in analytics for recipients to "not sent yet" when a document is in the approval status
1 vote -
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 -
6 votes
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Marked-up approved changes to the doc
To have suggested approved changes marked-up to double-check them later
1 vote -
1 vote
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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.7 votes -
1 vote
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send the document to recipients first before sending for approval
send the document to recipients first before sending for approval
4 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…
76 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.
25 votes -
Bulk/multiple approval of documents
To be able to approve multiple documents that were generated via bulk send feature.
6 votes -
Tie Approvals to Content Library Items
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 -
scheduler that i can autosend an approval document each day
scheduler that i can autosend an approval document each day
1 vote -
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
42 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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