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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 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

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  2. Inherit approval settings of an approved document when it is converted into a template

    2 votes

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  3. 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

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  4. Include on the audit trail what exactly has changed via approval workflow

    2 votes

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  5. 2 votes

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  6. 2 votes

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  7. Ability to populate approver's name via variable.

    2 votes

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  8. Ability to set up approval workflow with a user who cannot see others' documents. Custom settings to only see others documents that they are an approver for.

    2 votes

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  9. As a second request, I’d love to have multiple approval workflows with ability to send back 1 level and not back to the start of the approval process. For instance, if 1 group is accountable for wording, 1 for legal and 1 for pricing. I don’t want someone adjusting pricing to require everything to start from the beginning again.

    2 votes

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  10. After a document goes through the approval process they stay in the "For Approval" block once they have been approved or rejected. It would be nice for them to move to to a Approved block or a Rejected block for visual confirmation of the process being completed instead of them staying in the "For Approval" until they are sent or Re-submitted for Approval.

    2 votes

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  11. When certain items in an order form have been changed (for example governing law, payment terms, etc), there is no approval triggered. As a result of this, legal has to review the entire order form all the time. If would be very beneficial when you could trigger an approval workflow when certain text or content is changed. For example, when the payment term is changed from the default (or default options in a dropdown), the approval workflow for approval by Finance is automatically required.

    2 votes

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  12. Once a document is approved, lock down ability to edit the document before sending to the client.
    Approval is to confirm finalization of the terms on the contract for the client.

    2 votes

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  13. continue approving document when there are suggestions made, keep it in suggestion mode

    2 votes

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  14. Variable for "approved dated" to be effective date of the contract.

    2 votes

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  15. It's easy to get confused as to which section you are in the document process (template vs document creation vs approving vs signing). I think this could be fixed by having a different background color or other differentiation for the pages other than the item location in the top left corner.

    2 votes

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  16. To avoid starting the approval process from the beginning

    2 votes

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  17. the below shows an example

    Recipient A: fill in the price
    Recipient B: fill in the remark
    Approver: reject the document due to the price, then recipient A can adjust the price and get approval again

    2 votes

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  18. 2 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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  19. able to see approvers names when checking documents from the Documents list (dashboard)
    currently you can see only icons and the names when you click on the icon

    2 votes

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  20. 2 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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