169 results found
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Signing Group: Ability to assign fields to a group of recipients: option to assign two people to one field
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.
164 votes -
Override Approval: vacation setting (Allow Admins to force approve or reject document approvals)
Do you have to assign someone else to approve proposals while you're temporarily out / on vacation?
Let us know how important this feature is to you.91 votes -
Option to BCC recipents on documents / Hide recipient list (recipient emails) from other signers
Ability to BCC (Blind CC) recipients on a document so others cannot see that they are CC'd
88 votes -
Approvals are set up on a document level
I'm wondering if it is possible to set someone as an approver as a one off, instead of having an approver assigned to a template. I'd like to be able to assign a unique approver when a document is generated, instead of having it preassigned in the PandaDoc workflow.
73 votes -
[Approvals]: Make approvers user based
- set approvers for groups of users within PandaDoc
- user-related not template related
54 votes -
Send the document automatically after approval
Automatically send the document once it is approved.
36 votes -
Send a document after document completion
send a follow-up email/document after document completion
33 votes -
General settings for workflow approval: Update approval workflow setup for multiple templates in bulk
Have the same approval workflow setup for multiple templates
32 votes -
24 votes
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Ability to Edit During the Document Approval Workflow 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…
23 votes -
Multiple recipients to one signing order (groups in signing order).
Send to multiple signers when using signing order / 2 signers will receive the document at the same time in signing order
23 votes -
Bypass approval workflow if no edits made (of just small ones, not related to pricing etc.)
Customers need to go through the approval process every time they edit the document - which is inconvenient and creates a bottle neck when they're editing for small reasons (i.e. not pricing or discount or terms related).
It would be nice to pin approval workflows to specific blocks, or define a way to bypass for edits.
20 votes -
Track Changes (inline commenting, tracks who made changes and past versions)
Track Changes (inline commenting, tracks who made changes and past versions)
19 votes -
Add AND conditional approval statements
Conditional approvals could benefit from the addition of the AND statement.
17 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
16 votes -
[Workspaces] Sync or copy contacts from one workspace to another
Or maybe to have a contact setting which allows you to see it in a workspace (like with add ons). For example I have 3 workspace. I go to Contacts tab, open the contact record and see settings there "Workspace visibility" with the list of workspaces where this contact is available. I can hit the checkbox next to workspace and the contact becomes available in it. Also implement an ablity to enable visibility for a contact in bulk
16 votes -
Conditional signers based on document value (i.e. if doc value is over $5k, Recipient B is signer instead of Recipient A)
Ability to set conditional signers based on document value
15 votes -
allow one email to hold two separate places in a signing order.
if you use the gmail trick where you add +1 to the end of someones email that is an ok workaround but the signature certificate doesn't hold a proper audit trail
14 votes -
Reporting: Time a document is waiting to be approved when sent to approver
time to approve success metric
13 votes -
Sequence numbering option: if the document gets removed, the next document created from template takes the number of the removed document
Sequence numbering option: if the document gets removed, the next document created from template takes the number of the removed document (not the following one).
13 votes
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