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.

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.

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.

Ability to BCC (Blind CC) recipients on a document so others cannot see that they are CC'd

• set approvers for groups of users within PandaDoc
• user-related not template related

send a follow-up email/document after document completion

Automatically send the document once it is approved.

Have the same approval workflow setup for multiple templates

Track Changes (inline commenting, tracks who made changes and past versions)

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.

Conditional approvals could benefit from the addition of the AND statement.

Suggest add a option in Approval Workflow, the contract is needed Manager approve after the recipient sign the contract

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

Ability to set conditional signers based on document value

Send to multiple signers when using signing order / 2 signers will receive the document at the same time in signing order

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).

I would like to set up two approvers on all my templates - first our head of sales and then second our CEO. Would it be possible to somehow make sure that the 1st approver doesn't need to approve the document again if the CEO makes an edit on it?

So, if the document is approved by CEO, the sales rep won't need to approve but if the sales rep approves it, CEO will still need to approve it.

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