94 results found
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Multi-stage Approval Workflow for Approver Group
Approver A approves the document, only then it goes to Approver B for the final approval
6 votes -
6 votes
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Conditional Approval based on Line Item Type
Conditional approval based on the type of line item.
6 votes -
Approvers outside of PandaDoc
Approvers should be like signers, so that they do not take up a license in the system. In this case this approver/director is outside of the HR department and should only have access to the documents that are sent to them. It would be preferred if they did not have to log into the system to approve a document. Hope this make sense.
6 votes -
Disable / turn off approval notification email sent to approver
the ability of an approver to turn off the approval notification email whenever a document is sent for approval
5 votes -
Approval Workflow for non-pricing conditions
Can we set up an approval process for non-pricing related things? For example, if a contract payment term is different than the default? Etc,
What happens is that from time to time there are payment terms that differ from what our MSA would normally say. These terms need to go through an approval process through our managers. Right now, it looks like the only workflow/approval that you have is through pricing discounts. Is there a way to send it to a workflow based on delayed payments/differing payment terms (other than upfront), special contract start dates, etc.?
5 votes -
bundling approval workflow
Right now, when I try to create a bundled transaction, the approval workflow that was in place with selected templates or documents disappears--
5 votes -
5 votes
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Tie Approvals to Content Library Items
I would like the option for a particular content library item to require approval on the documents where it is placed. My firm could use this with our Bio page library items, so for example if Joe Smith's bio gets added to a document, Joe Smith's approval becomes part of the workflow. I would imagine this functionality could have many other use cases.
5 votes -
5 votes
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Trigger Approvals based on if a section is edited
Have the ability to say, "if this section (pricing table, text, page, etc.) is edited, then this document should go off for manager approval". The user should be warned when clicking into one of these sections that any edits will trigger an approval.
5 votes -
Authentication process for approver
Authentication procedure for approver (password, etc).
5 votes -
Automated Escalation Process: if the document is not approved in 24h, send the document to another approver
automated escalation process for the approval of documents
i.e. if the document is not approved in 24h, send the document to another approver
4 votes -
Saved messages for Approval process: custom notification for approval
saved messages for Approval process
4 votes -
Document rejected notifications *sent to a document approver / rejected docs and notes to them visible in one place
Document rejected notifications *sent to a document approver so the document approver can see all the docs rejected and can see notes as well
4 votes -
Document approval defaults for all documents
I want 100% of the document going out to be approved.
I have salespeople who create their own stuff and send them without approval. Having an approval system across all documents would help make sure all that goes out is as it should be.4 votes -
send the document to recipients first before sending for approval
send the document to recipients first before sending for approval
4 votes -
custom roles can be approvers in workflows
allow custom roles be approvers in workflows
4 votes -
4 votes
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Include Salesforce opp link in approve notification
Include the link to related to the document Salesforce notification in approval email.
4 votes
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