150 results found
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Conditional approvals based on the Sender
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 -
Enable and manage approval workflow on the document level
enable and manage approval workflow on document level instead of having to set this on the template level.
6 votes -
Allow approvers to make edits or suggest edits at the approval stage
Allow approvers to make edits or suggest edits at the approval stage
6 votes -
Approval workflow in order
Customer would like to set an approver workflow in order
3 votes -
Turn off the approval workflow when the pricing table or quote selections are made by recipient
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 -
Allow approvals to be enabled or disabled ad-hoc
Right now if approvals are for whatever reason toggled off for the document generated from a template that includes an approval workflow, they can never be turned back on. You have to recreate the entire document from the template and lose all edits and variables. Example case:
Document is generated from a templates, variables are filled, it is sent for approval.
Customer receives and needs to make a small change that doesn't need approval (updated email, address correction, etc).
Minor change is made, approvals are turned off, document is sent straight back to customer for signature.
Customer comes back with…1 vote -
Allow approval workflow in bulk sends
Allow approval workflow in bulk sends
2 votes -
Reporting: Rejection
To be able to report on document rejection stats, examples:
-which templates are being rejected
-which creator
-which approval step is it rejected at
-how many times is the document rejected before approvedAnd somewhere to view the rejection comments
1 vote -
Automations - custom email message when sending another document
custom email message when sending another document
2 votes -
Resend document to approver/ "ping" or notify approver or send a reminder to approve document
Resend document to approver/ "ping" or notify approver or send a reminder to approve the document
4 votes -
Approval workflow based on workspaces
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 -
updates the approval workflow when an approver has been added
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 -
2 votes
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Role for Recipient Approver
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.
10 votes -
Add Approval Workflow to Document In Draft Form (currently, can only do in a template)
Current process:
- Create a new template OR create a template from an existing document and then polish it up
- Create document
- Realize there is no approval workflow
- Convert to template
- Add workflow to template
- Create document
- 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 -
Automatically assign approvers to a template based on the currency
Automatically assign approvers to a template based on the currency of the template
4 votes -
Reporting: Document Analytics by Approver
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 -
To be able to manually change the document status of Approved documents
To be able to manually change the document status of Approved documents to Declined, Completed, etc
7 votes -
Option to send 2 seperate emails to Approver Groups
Will allow the user to send 2 separate emails to the Approval Groups
1 vote -
Automatically fill a date field once the approval workflow has been completed
Automatically fill a date field once the approval workflow has been completed
2 votes
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