150 results found
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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.
6 votes -
Approval workflow after suggest edits
Customer would like to have another approval workflow after changes has been made for suggest edits
5 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
5 votes -
Bulk/multiple approval of documents
To be able to approve multiple documents that were generated via bulk send feature.
5 votes -
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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5 votes
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Authentication process for approver
Authentication procedure for approver (password, etc).
5 votes -
Room Level approval workflow
Since we have a Room which allows us to create a secure collaboration space. It will be benefecial to have a general Approval Workflow process within the room before publishing
4 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.
4 votes -
Automatically assign approvers to a template based on the currency
Automatically assign approvers to a template based on the currency of the template
4 votes -
Dynamic conditional approval according to roles
Possibility of adding a dynamic condiitonal approval according to roles, i.e the document can be approved by an employee and their line manager, a different employee and their particular line manager
4 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 -
Document download approval
Very few of our users ever use the PandaDoc to send documents or collect signatures. Most of them, at least as far as I understand, will use the templates to create a document, then just download it, print it out, and deliver it person to collect an in-person signature. From what I can tell, the downloading of documents is not subject to the approval workflow process, regardless of whether the button says “send” or “send for approval.”
So at least as far as I can tell, if we were to set up an approval workflow on a template, that’s not…4 votes -
Approval flow for clients
Often a client needs to approve a document before it can be sent to their boss (the person signing on behalf of the company).
The "document forwarding & signature forwarding" options are not only very confusing to a lot of clients but also confusing for internal approval flows (i.e. there is a signer appointed to a document that is not eligible to sign on behalf of the company).
4 votes -
send the document to recipients first before sending for approval
send the document to recipients first before sending for approval
4 votes -
Include Salesforce opp link in approve notification
Include the link to related to the document Salesforce notification in approval email.
4 votes -
Auto-update the approval setting in documents created from this template
Auto-update the approval setting in documents (in Waiting for approval status) previously created from this template
4 votes -
4 votes
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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 .
3 votes
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