Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Approvals based on who created the document. For example, if person A creates the doc --> person B is the approver; but if person C created the doc --> person D is the approver.

    3 votes

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  2. Remove users from Office 365 (Microsoft CRM) --- automatically removed from PandaDoc (sync trigger based on "disabled")

    2 votes

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  3. Currently the CREATOR is the only person able to review and accept/reject redlines. There should be access to assign others to be able to do this as the CREATOR is typically admin and NOT legal counsel. Legal counsel is who needs to review and accept and reject (not admin/creator). This is a huge limitation currently.

    1 vote

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