147 results found
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Remove deactivated users from approval workflow automatically
Right now, when a user is removed from a workspace, that user is not removed from an approval workflow. An error message is received and the approval workflow can't be updated until the deactivated user is removed from the approval workflow. If that user is in a lot of approval workflows, it will be monotonous to remove the deactivated user from all of the approval workflows.
1 vote -
[Approval workflow] allow to select more than 1 approver from the list
Option for approval workflow when selecting 'Give document sender authority to select approver' you can choose more than one person
2 votes -
View document/template audit log for the approval workflow
Hi Team ,
Kindly add audit history to every document & every template .
So visibility will increase who updated approval workflow & who updated approver name in the template & document .it will useful to trace logs of any document & template .
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 -
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 -
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.
8 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
9 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.
13 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 -
Assign Approvers for different teams
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 -
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
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