147 results found
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Expanded Approval Workflow: approvers can see their own documents only.
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.
1 vote -
1 vote
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Ability to approve or deny contract from API
Ability to use the API To approve or deny contracts.
1 vote -
1 vote
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Conditional Approvals for Pricing Column
Functionality that if a price quote or discount is below a certain threshold, it can be sent for approval.
1 vote -
1 vote
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1 vote
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Mulitple separate approvers on one template
Customer is looking for the ability to have multiple approvers on one template (with the document creator having the ability to choose which of those individuals will be the approver). Ex: there are 4 individuals who can approve the document and based on certain scenarios you would choose who of those four is the appropriate approver. If Approver 1 fits the criteria for this scenario, then I could select that only Approver 1 be the approver on the document and it would only go to that individual
1 vote -
1 vote
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Option to set a user as just an APPROVER of specific documents in a workspace
Option to assign a user to be just a document approver.
1 vote -
Ability to add a Template and have its approval retain as part of the Main Document.
Ability to add a Template and have its approval retain as part of the Main Document
1 vote -
Status for recipient in approval workflow
Change text in analytics for recipients to "not sent yet" when a document is in the approval status
1 vote -
Marked-up approved changes to the doc
To have suggested approved changes marked-up to double-check them later
1 vote -
1 vote
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1 vote
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scheduler that i can autosend an approval document each day
scheduler that i can autosend an approval document each day
1 vote -
1 vote
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Allow individuals outside the workspace and PandaDoc to be able to review documents (not approval workflow)
For example -- an individual would like a colleague to review a document (but not have to approve it for it to be sent out) who is not in the workspace and does not have a PandaDoc account.
1 vote -
restrict document owner to sign before document approval
restrict document owner to sign before the document is sent for approval
1 vote -
1 vote
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