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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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

    2 votes

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  3. 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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  4. 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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  5. 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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  6. 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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  7. continue approving document when there are suggestions made, keep it in suggestion mode

    2 votes

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

    2 votes

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    1 comment  ·  Approvals  ·  Admin →
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  9. 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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  10. To avoid starting the approval process from the beginning

    2 votes

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    1 comment  ·  Approvals  ·  Admin →
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  11. 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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  12. 2 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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  13. 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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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  14. 2 votes

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  15. I have a question: If one of the signers needs to sign with his approved certificate, is it possible toload one for a signer in Pandadoc? a signer has a statury position, it means that he has a legal responsibilty. He has a certificate provided to him by an approved authorization company. So he needs to sign with this certificate and it need to be shown inside the document
    Is there a way to load a certificate per signer?

    2 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  16. If a document is updated that the approval workflow should go to who is on it currently not when it was originally submitted in the event there have been users added who can/should approve.

    1 vote

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  17. 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

    1 vote

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  18. Our Customer Success team must approve contracts as our SaaS solution is customized to our customers needs. We would love the ability to automatically include a template when contracts are sent for approval. This will allow the Sales Rep to include relevant Customer Success details so the CS team can approve without looking through the contract.

    1 vote

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  19. We need an additional approval stage before the complete stage. It seems like a quite common area in other platforms but I can't find where I can edit this workflow.

    1 vote

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  20. require a message when someone sends for approval. This would be a really helpful feature to our team and save a lot of time as we need folks to explain why they are giving a discount before approving.

    1 vote

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