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Ability to Edit During the Document Review Process
I would like to have the ability as a document reviewer to be able to make a quick edit to a document in the "for approval" category without having to go through the full edit and approval process.
Current Steps:
1. Receive doc for review
2. Review - while reviewing you see a necessary change
3. You must click "Edit Document" and make your desired edits
4. I then have to resubmit for review
5. Review
6. ApproveAs a reviewer role, I should be able to edit the document within my review and approve all at once which would…
12 votes -
Make the next button more clear when completing fields and signing the document
Make the next button more clear when completing fields and signing the document
10 votes -
Signing Group
Signing Group functionality similar what DocuSign has. Basically they have departments, for example Financial Aid (they are in eduction), and anyone in the department can sign off on the document. So similar to our Approval Groups, they want to assign a group of people to the signature field so that whomever sees it first can sign it.
50 votes -
Signature cannot be placed until all required fields are completed
Signature cannot be placed until all required fields are completed
8 votes -
approval workflow per document owner
approver workflow set based on user/not template for Trainees to send all their quotes to management before sending to recipients
5 votes -
Add AND conditional statements
Conditional approvals could benefit from the addition of the AND statement.
5 votes -
22 votes
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Contract negotiations (native redlining) in draft mode for internal use case.
Contract negotiations (native redlining) in draft mode for internal use case.
3 votes -
Approval Workflow by Manager after the recipient sign the contract
Suggest add a option in Approval Workflow, the contract is needed Manager approve after the recipient sign the contract
7 votes -
Multiple Workflow options & conditional workflow
The ability to have different workflows for the sign off of different catalogue folders, for example, where you are selling Services & Products allow the services team to sign off Services Catalogue items and Products to sign off their items.
9 votes -
Scheduled Sending Documents
Customer want to sent the document later using scheduling.
3 votes -
Make it easier to manage what cc'd recipients receive the notification email
Right now, the only way to make sure CC recipients also receive the document when sent is to move them above the signer in order. It's a bit of a convoluted process if you have multiple stakeholders on the recipients end that would like to be able to stay in the loop/ be able to push internally if it hasn't been signed off on. (I also wasn't super confident I was doing it correctly the first time)
I'd love an easier/more spelled out way of doing this (like just checking a box on the cc'd individual saying you'd like them…
2 votes -
Pre-Sign Template
Pre-Sign template option so documents can be signed by the sender on the template level and save time.
13 votes -
generate a custom report based on the answers on the forms
generate a custom report based on the answers on the forms
1 vote -
Option to search the documents with redlining
It will be helpful for the audit to search for documents where suggested edits (redlining) were used or to add redlining column to the activity report
1 vote -
PrintDriver
It would be nice to have a printdriver feature that allowed us to print from our tax software or adobe directly to PandaDoc and not have to print to adobe them upload the document to PandaDoc.
1 vote -
Forms Folders
Folder organization for Forms.
7 votes -
1 vote
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Apply signing order to specific recipients only, while others recieve document at the same time
set the signing order for multiple recipients to get the doc at the same time and then one to get it after all those people signed
2 votes -
Conditional Content Approval
When content within a document is edited to remove or edit clauses from the template send for approval.
3 votes
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