94 results found
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Bypass approval workflow if no edits made (of just small ones, not related to pricing etc.)
Customers need to go through the approval process every time they edit the document - which is inconvenient and creates a bottle neck when they're editing for small reasons (i.e. not pricing or discount or terms related).
It would be nice to pin approval workflows to specific blocks, or define a way to bypass for edits.
24 votes -
Dashboard Approval
Separate Approved from To Be Approved within Dashboard- It's misleading, because it says "For approval" on the Dashboard and in the filters on the Documents screen. Docs pending approval are more important than docs that are already approved as far as setting priorities.
10 votes -
Require opportunity approval in order to allow a user to send a document
Salesforce integration - Would like to deactivate the "create document" button in the iframe until the opportunity is approved in salesforce (not closed won). Once opp is approved, then the document creator has access to create and send the Pandadoc. Alternatively, allow document creation but restrict sending until opp is approved in salesforce. Customer does not want the document to be sent out at all (even internally) unless opp is approved first.
1 vote -
1 vote
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Signature with Conditional Approvals
It would be nice to have the option to include signatures in the conditional approval workflow.
8 votes -
2 votes
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Using Redlining and Approval Workflow Together: Ability for the approver to resolve customer's suggestions.
Improve how redlining and approval workflows work together since there is limited functionality when using the two features simultaneously.
18 votes -
Edit the email message when document has been approved
remove or modify the message "Feel free to send the document now." when a proposal has been approved
1 vote -
Ability to sign with approved certificate
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 -
1 vote
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Authentication process for approver
Authentication procedure for approver (password, etc).
5 votes -
Add approval requests to Inbox (including mobile app)
As an approver or signer I would like to have all action items in one place - in my Inbox. For now I see only CC and To sign items, while for approval items are in my email box only.
The same applies to the mobile inbox. You can't find a document in the mobile application if you need to approve it. The only way is to find an email with the link which can land in spam or get lost among other emails.
It also would be great to add a capability to send manual or automated reminders to…
1 vote -
4 votes
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Document Approved notification
Ability to send "Document Approved" notification to more than just the document creator.
10 votes
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