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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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149 results found

  1. Have the ability to say, "if this section (pricing table, text, page, etc.) is edited, then this document should go off for manager approval". The user should be warned when clicking into one of these sections that any edits will trigger an approval.

    5 votes

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  2. Authentication procedure for approver (password, etc).

    5 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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  3. Resend document to approver/ "ping" or notify approver or send a reminder to approve the document

    4 votes

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  4. Automatically assign approvers to a template based on the currency of the template

    4 votes

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  5. automated escalation process for the approval of documents

    i.e. if the document is not approved in 24h, send the document to another approver

    4 votes

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  6. Document rejected notifications *sent to a document approver so the document approver can see all the docs rejected and can see notes as well

    4 votes

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  7. 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.

    4 votes

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  8. send the document to recipients first before sending for approval

    4 votes

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  9. allow custom roles be approvers in workflows

    4 votes

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  10. 4 votes

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    Idea  ·  2 comments  ·  Approvals  ·  Admin →
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  11. Include the link to related to the document Salesforce notification in approval email.

    4 votes

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  12. Auto-update the approval setting in documents (in Waiting for approval status) previously created from this template

    4 votes

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  13. 4 votes

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  14. Customer would like to set an approver workflow in order

    3 votes

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  15. Current process:

    1. Create a new template OR create a template from an existing document and then polish it up
    2. Create document
    3. Realize there is no approval workflow
    4. Convert to template
    5. Add workflow to template
    6. Create document
    7. Delete document that was originally created in Step 2

    As long as it is in draft form, it seems like I should be able to add an Approval Flow regardless of it being a template or document.

    3 votes

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  16. Ability to auto delegate any approvals or signatures to another user, for instance whilst I am on annual leave, rather than having to amend all template approval groups, role defaults in place for all templates.

    3 votes

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  17. The option to change the document status from "document.waiting_approval" to "document.approved" via the API, when the approval workflow is enabled.

    3 votes

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

    3 votes

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  19. 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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  20. 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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