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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Do you have to assign someone else to approve proposals while you're temporarily out / on vacation?
    Let us know how important this feature is to you.

    104 votes

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    6 comments  ·  Approvals  ·  Admin →
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    On roadmap  ·  Liza Gatsak responded


    [WORKAROUND]

    Hi all! 

    I’m happy to announce that you can now edit an approval workflow at the document level, whenever a document is in draft status. This change could help you in case an original approver is unavailable to perform the action (maybe they’re on vacation) and you need to change the approver without disrupting the approval process. Here are a few benefits of this new feature: An account admin/manager no longer has to change an approval workflow at the template level A document creator doesn’t need to create a new version of a document once its approval workflow has been changed Making a change to an approval workflow is quick and easy, saving a ton of time and effort for everyone involved Read this Help Center article to learn more about how it works: https://support.pandadoc.com/hc/en-us/articles/360016122334#h_01F2H326V6QVFDF0D8S2VPCE9Z 

    I would be happy to answer your questions and get a feedback from you. You can…

  2. Automatically send the document once it is approved.

    68 votes

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    7 comments  ·  Approvals  ·  Admin →
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    Hi. 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.

    • set approvers for groups of users within PandaDoc
    • user-related not template related
    66 votes

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    18 comments  ·  Approvals  ·  Admin →
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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…

    53 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. 52 votes

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    6 comments  ·  Approvals  ·  Admin →
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    Hi. 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!

  5. Conditional approvals could benefit from the addition of the AND statement.

    32 votes

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    5 comments  ·  Approvals  ·  Admin →
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  6. Approval workflow in forms

    31 votes

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    Idea  ·  3 comments  ·  Approvals  ·  Admin →
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  7. 29 votes

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

    27 votes

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    Idea  ·  5 comments  ·  Approvals  ·  Admin →
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  9. 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.

    26 votes

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    5 comments  ·  Approvals  ·  Admin →
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  10. Customers need to go through the approval process every time they edit the document - which is inconvenient and creates a bottle neck when they're editing for small reasons (i.e. not pricing or discount or terms related).

    It would be nice to pin approval workflows to specific blocks, or define a way to bypass for edits.

    24 votes

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    Idea  ·  3 comments  ·  Approvals  ·  Admin →
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  11. 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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  12. if an approver doesn't approve a document in a certain amount of time they get an email reminder

    18 votes

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    1 comment  ·  Approvals  ·  Admin →
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  13. Improve how redlining and approval workflows work together since there is limited functionality when using the two features simultaneously.

    18 votes

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    Idea  ·  2 comments  ·  Approvals  ·  Admin →
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  14. 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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    0 comments  ·  Approvals  ·  Admin →
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  15. 13 votes

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    Idea  ·  3 comments  ·  Approvals  ·  Admin →
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  16. I would like to set up two approvers on all my templates - first our head of sales and then second our CEO. Would it be possible to somehow make sure that the 1st approver doesn't need to approve the document again if the CEO makes an edit on it?

    So, if the document is approved by CEO, the sales rep won't need to approve but if the sales rep approves it, CEO will still need to approve it.

    12 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  17. 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.

    10 votes

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    6 comments  ·  Approvals  ·  Admin →
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  18. Have a role for the recipient to be setup as the Approver. This way we will be able to send the document to an approver on the recipient side, and then allow the approver to forward the document to a different recipient who can sign on behalf of the recipient.

    10 votes

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    1 comment  ·  Approvals  ·  Admin →
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  19. Separate Approved from To Be Approved within Dashboard- It's misleading, because it says "For approval" on the Dashboard and in the filters on the Documents screen. Docs pending approval are more important than docs that are already approved as far as setting priorities.

    10 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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