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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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151 results found

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

    3 votes

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  2. 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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  3. 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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  4. If the same user is being a part of multiple approvers groups (with different purposes) on a single document, notifications should be sent separately for each approvers group.

    3 votes

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  5. 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…

    3 votes

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  6. 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).

    3 votes

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  7. To be able to approve multiple documents that were generated via bulk send feature.

    3 votes

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  8. Allow the approvers to initial/sign at the approval stage.

    2 votes

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  9. Ability to set up Approval by working hours of the approver (so that if they are ooo - the approval is not required)

    2 votes

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  10. Allows us to preconfigure workflow templates that we can apply to an uploaded PDF.

    2 votes

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  11. The option for an "Approver" in the approval workflow to reassign their approval to someone else

    2 votes

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  12. 2 votes

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  13. Option for approval workflow when selecting 'Give document sender authority to select approver' you can choose more than one person

    2 votes

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  14. Allow approval workflow in bulk sends

    2 votes

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  15. 2 votes

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  16. Expand scope of condition for approvals beyond document value, quote or pricing.

    For users who works with wordy contracts lacking in pricing tables or quotes, it would be nice to see new approval conditions which extend beyond the current selection where the conditions can be for example edits to select clauses such as limitation of liability, indemnity etc

    2 votes

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  17. Automatically fill a date field once the approval workflow has been completed

    2 votes

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  18. Ability to assign approvers for different teams. If there are multiple sets of approvers for different teams, and they need the ability to suggest edits as an approver in documents. Currently, if someone makes a comment, the author has to go in, reopen the document, make the edits, and then there's no tracking that edit was made

    2 votes

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  19. When a user makes changes to a template, it has to go through an approval workflow first before the template is saved

    2 votes

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  20. A feature that will allow an approver to see the required or non-required fields on the document.

    2 votes

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