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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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151 results found

  1. Signature with Conditional Approvals

    It would be nice to have the option to include signatures in the conditional approval workflow.

    8 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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  2. The ability to reassign conditional approvals

    2 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  3. 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

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    Idea  ·  2 comments  ·  Approvals  ·  Admin →
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  4. 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

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  5. 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

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  6. Require approval in order to manually change doc status to complete

    1 vote

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  7. Authentication process for approver

    Authentication procedure for approver (password, etc).

    5 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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  8. [Approvals]: Make approvers user based [WORKAROUND PROVIDED]

    • set approvers for groups of users within PandaDoc
    • user-related not template related
    65 votes

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    18 comments  ·  Approvals  ·  Admin →
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  9. 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

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  10. Approve document in mobile app - Editor 2

    4 votes

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  11. Document Approved notification

    Ability to send "Document Approved" notification to more than just the document creator.

    10 votes

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