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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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149 results found

  1. Ability to set the condition based on who is the sender. Example, new rep is sending document - approval required. Experienced rep is sending a document - approval is not required.

    9 votes

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    6 comments  ·  Approvals  ·  Admin →
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  2. enable and manage approval workflow on document level instead of having to set this on the template level.

    6 votes

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    1 comment  ·  Approvals  ·  Admin →
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  3. 8 votes

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    0 comments  ·  Approvals  ·  Admin →
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  4. Allow approvers to make edits or suggest edits at the approval stage

    6 votes

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    1 comment  ·  Approvals  ·  Admin →
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  5. Customer would like to set an approver workflow in order

    3 votes

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  6. Prevent the approval workflow from triggering when the recipient makes changes to the quantity or product selections in a pricing table or quote. optional selections are made by the recipient. These changes are causing the approval workflow to trigger again, but it's intended that the recipient be able to change these things.

    2 votes

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  7. Allow approval workflow in bulk sends

    2 votes

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  8. custom email message when sending another document

    2 votes

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  9. Resend document to approver/ "ping" or notify approver or send a reminder to approve the document

    4 votes

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  10. It would be great to be able to create approval workflows connected to Workspaces, instead of a template.

    This would mean that documents that are received and uploaded into PandaDoc, could still go through this approval workflow. Supplier contracts, for example.

    2 votes

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  11. If a document is updated that the approval workflow should go to who is on it currently not when it was originally submitted in the event there have been users added who can/should approve.

    1 vote

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  12. 2 votes

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  13. Have a role for the recipient to be setup as the Approver. This way we will be able to send the document to an approver on the recipient side, and then allow the approver to forward the document to a different recipient who can sign on behalf of the recipient.

    7 votes

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    1 comment  ·  Approvals  ·  Admin →
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  14. Current process:

    1. Create a new template OR create a template from an existing document and then polish it up
    2. Create document
    3. Realize there is no approval workflow
    4. Convert to template
    5. Add workflow to template
    6. Create document
    7. Delete document that was originally created in Step 2

    As long as it is in draft form, it seems like I should be able to add an Approval Flow regardless of it being a template or document.

    3 votes

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    0 comments  ·  Approvals  ·  Admin →
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  15. Automatically assign approvers to a template based on the currency of the template

    4 votes

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    0 comments  ·  Approvals  ·  Admin →
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  16. We have a list of people who approve documents, but we want to be able to see the data on the approvers.

    For example: We a team made up of 4 people who are approvers, everyone works together to approve these documents.

    We want to be able to have a breakdown of the 4 approvers, and how many approvals they made each month.

    This will help us in a variety of ways, but also to make sure that we are spreading work evenly to each team member.

    We also have monthly meetings and provide an update to the team on…

    5 votes

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    1 comment  ·  Approvals  ·  Admin →
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  17. To be able to manually change the document status of Approved documents to Declined, Completed, etc

    https://pandadoc.zendesk.com/agent/tickets/521646

    7 votes

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    0 comments  ·  Approvals  ·  Admin →
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  18. Will allow the user to send 2 separate emails to the Approval Groups

    1 vote

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    1 comment  ·  Approvals  ·  Admin →
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  19. Automatically fill a date field once the approval workflow has been completed

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  20. Ability to assign approvers for different teams. If there are multiple sets of approvers for different teams, and they need the ability to suggest edits as an approver in documents. Currently, if someone makes a comment, the author has to go in, reopen the document, make the edits, and then there's no tracking that edit was made

    2 votes

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