150 results found
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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…3 votes -
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).
3 votes -
Bulk/multiple approval of documents
To be able to approve multiple documents that were generated via bulk send feature.
3 votes -
Turn off the approval workflow when the pricing table or quote selections are made by recipient
Prevent the approval workflow from triggering when the recipient makes changes to the quantity or product selections in a pricing table or quote. optional selections are made by the recipient. These changes are causing the approval workflow to trigger again, but it's intended that the recipient be able to change these things.
2 votes -
Allow approval workflow in bulk sends
Allow approval workflow in bulk sends
2 votes -
Automations - custom email message when sending another document
custom email message when sending another document
2 votes -
Approval workflow based on workspaces
It would be great to be able to create approval workflows connected to Workspaces, instead of a template.
This would mean that documents that are received and uploaded into PandaDoc, could still go through this approval workflow. Supplier contracts, for example.
2 votes -
2 votes
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Automatically fill a date field once the approval workflow has been completed
Automatically fill a date field once the approval workflow has been completed
2 votes -
Assign Approvers for different teams
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 -
removal of approval workflow in audit trail
removal of approval workflow in the audit trail after document completion
2 votes -
Approval workflow after suggest edits
Customer would like to have another approval workflow after changes has been made for suggest edits
2 votes -
Approval workflow for the internal document changes
When a user makes changes to a template, it has to go through an approval workflow first before the template is saved
2 votes -
Ability to create a "Standard Approval Workflow"
The goal is to make it easy to set up a standard process for approving documents by creating a template group that includes "Legal," "Finance," and "Compliance." This group can then be added to any new document or template that needs to go through the approval process.
2 votes -
Approver will be able to view Fields that is set as required/non-required
A feature that will allow an approver to see the required or non-required fields on the document.
2 votes -
A Collaborator with Approver Access
Client would like a person in the approval group to be able to suggest edits, but still be able to approve the document at the end of the workflow. Current if you're a collaborator you're unable to also approve a document. Instead of listing the same email for collaborator and approval group (and more importantly to eliminate the approval email that goes out) the client would like the collaborator to be able to suggest edits and then approve the document on the spot without further next steps post suggesting edits.
2 votes -
Inherit approval settings of Approved document into a template converted from it
Inherit approval settings of an approved document when it is converted into a template
2 votes -
Dynamic conditional approval according to roles
Possibility of adding a dynamic condiitonal approval according to roles, i.e the document can be approved by an employee and their line manager, a different employee and their particular line manager
2 votes -
Include changes in Approval workflow in the Audit Trail
Include on the audit trail what exactly has changed via approval workflow
2 votes -
2 votes
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