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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 8 votes

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    0 comments  ·  Approvals  ·  Admin →
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  2. 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.

    8 votes

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  3. It would be nice to have the option to include signatures in the conditional approval workflow.

    8 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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  4. 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.

    7 votes

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    1 comment  ·  Approvals  ·  Admin →
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  5. To be able to manually change the document status of Approved documents to Declined, Completed, etc

    https://pandadoc.zendesk.com/agent/tickets/521646

    7 votes

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  6. enable and manage approval workflow on document level instead of having to set this on the template level.

    6 votes

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    1 comment  ·  Approvals  ·  Admin →
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  7. Allow approvers to make edits or suggest edits at the approval stage

    6 votes

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    1 comment  ·  Approvals  ·  Admin →
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  8. We would like to specify "at least two members of an approver group" approve a document in the workflow (e.g., we have 4-5 trusted reviewers, we would like two to say yes vs. one). Right now, we have the same group created twice, but there's nothing stopping the same someone from approving twice.

    6 votes

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    1 comment  ·  Approvals  ·  Admin →
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  9. Approver A approves the document, only then it goes to Approver B for the final approval

    6 votes

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  10. 6 votes

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    1 comment  ·  Approvals  ·  Admin →
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  11. Conditional approval based on the type of line item.

    6 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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  12. Approvers should be like signers, so that they do not take up a license in the system. In this case this approver/director is outside of the HR department and should only have access to the documents that are sent to them. It would be preferred if they did not have to log into the system to approve a document. Hope this make sense.

    6 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  13. Conditional approvals based on the Profit Margin in the pricing table

    6 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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  14. We have a list of people who approve documents, but we want to be able to see the data on the approvers.

    For example: We a team made up of 4 people who are approvers, everyone works together to approve these documents.

    We want to be able to have a breakdown of the 4 approvers, and how many approvals they made each month.

    This will help us in a variety of ways, but also to make sure that we are spreading work evenly to each team member.

    We also have monthly meetings and provide an update to the team on…

    5 votes

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    1 comment  ·  Approvals  ·  Admin →
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  15. 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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    0 comments  ·  Approvals  ·  Admin →
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  16. Can we set up an approval process for non-pricing related things? For example, if a contract payment term is different than the default? Etc,

    What happens is that from time to time there are payment terms that differ from what our MSA would normally say. These terms need to go through an approval process through our managers. Right now, it looks like the only workflow/approval that you have is through pricing discounts. Is there a way to send it to a workflow based on delayed payments/differing payment terms (other than upfront), special contract start dates, etc.?

    5 votes

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    0 comments  ·  Approvals  ·  Admin →
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  17. Right now, when I try to create a bundled transaction, the approval workflow that was in place with selected templates or documents disappears--

    5 votes

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  18. 5 votes

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    1 comment  ·  Approvals  ·  Admin →
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  19. 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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  20. 5 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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