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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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149 results found

  1. Will allow the user to send 2 separate emails to the Approval Groups

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    1 comment  ·  Approvals  ·  Admin →
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  2. restrict removing the approval fro manager, only admin can do that

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  3. 1 vote

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  4. Option to automatically require "Approval" if certain items from the Content Library are added to a document.

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  5. Option generate session ID for document in Waiting for approval status

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  6. approval workflow to be edited with Creator license

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  7. Create an Approver filter in the document list

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  8. There is an employee and supervisor when the admin send a timesheet to the employee he/she should look into the timesheet and can edit it if needed. Once he is done with the timesheet, it should route to the supervisor, he'll check and give approval/decline, which should be notified to the employee like the timesheet is Approved/Denied.

    1 vote

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  9. Ability to remove the document from "For approval" section if the status is approved.

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  10. 1 vote

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  11. 1 vote

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  12. 1 vote

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  13. 1 vote

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  14. 1 vote

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  15. Allow a user not part of the workspace to get notification of approval.

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  16. 1 vote

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  17. 1 vote

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  18. When adding a new approver they can't update any document that was created prior to the change. This creates a bad experience where a new doc needs to be created via the template or the new approver can't approve. This creates a bad experience for the internal team and adds a delay for the recipient.

    1 vote

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  19. Let's say a document is sent for approval. When an approver reviews the document, as the document is in "Waiting for approval" status, the variables are not highlighted in yellow anymore and because of that the approver can't see what variables were filled in by the document sender and which variables were NOT filled in by the documents sender. The client wants a better experience and requests the ability to highlight required variables in such a way that this highlighting persists for the documents in the "Waiting for approval" status. This will give an approver an opportunity to see if…

    1 vote

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  20. 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.

    1 vote

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