150 results found
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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 -
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 -
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 -
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 approval workflow in bulk sends
Allow approval workflow in bulk sends
2 votes -
Automations - custom email message when sending another document
custom email message when sending another document
2 votes -
Approval workflow in order
Customer would like to set an approver workflow in order
3 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 -
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 -
2 votes
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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 -
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 -
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 -
Expand scope of condition for approvals beyond document value etc
Expand scope of condition for approvals beyond document value, quote or pricing.
For users who works with wordy contracts lacking in pricing tables or quotes, it would be nice to see new approval conditions which extend beyond the current selection where the conditions can be for example edits to select clauses such as limitation of liability, indemnity etc
1 vote -
Include Template when sent for Approval
Our Customer Success team must approve contracts as our SaaS solution is customized to our customers needs. We would love the ability to automatically include a template when contracts are sent for approval. This will allow the Sales Rep to include relevant Customer Success details so the CS team can approve without looking through the contract.
1 vote -
Approval before completing the document
We need an additional approval stage before the complete stage. It seems like a quite common area in other platforms but I can't find where I can edit this workflow.
1 vote -
Add a custom message when sending approval
require a message when someone sends for approval. This would be a really helpful feature to our team and save a lot of time as we need folks to explain why they are giving a discount before approving.
1 vote -
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 -
Restrict removing the approval for Manager role; allow only Admins to do this
restrict removing the approval fro manager, only admin can do that
1 vote
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