71 results found
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Showing changes in documents requiring approval
Highlight changes for approvers - this will be a quality of life update for most customers. They would be able to quickly see what has been changed on a document in order to move through an approval workflow that much faster.
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 -
QES providers approved in Switzerland
QES provided by Swisscom ii. QuoVadis Trustlink iii. SwissSign iv. Bundesamt fur Informatik.
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 votesValeryia Baranava responded
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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 -
Dashboard information for Recipient/Approvers should be changed to full name instead of Initials
Dashboard information for Recipient/Approvers should be changed to full name instead of Initials
4 votes -
Sequential milestone signing from a single recipient within one document
To get multiple signatures from the same recipient but at different points in time.
The specific document we want to use is a "project tracker" where we need the customer to approve different project milestones.
After a milestone is approved, we can proceed to the next project phase.Currently, if we place all signature fields on the document initially, customers must complete every signature field for the document to be considered complete.
It would be helpful if we could assign a signing order per signature field or a specific date for each signature.
3 votes -
AI Content Detection & Automatic Approval Workflow
As AI-generated content becomes increasingly common in sales proposals, organisations need governance to ensure customer-facing documents are accurate, compliant and on-brand before they are sent.
We would like PandaDoc to automatically detect AI-generated text and images within a proposal and trigger a configurable approval workflow.
Business case
Many organisations encourage the use of AI to improve productivity, but AI-generated content can introduce risks including:Incorrect branding and logos
Inaccurate product or technical claims
Misleading AI-generated images or diagrams
Over-promising functionality
Legal, compliance and reputational riskRather than preventing AI use, PandaDoc should help organisations govern it.
Expected behaviour
When AI-generated…3 votes -
Bulk removal of a specific approver.
Right now, you can only remove an approver on a template or draft document level. Provide a tool that can bulk remove an approver from all template or draft document that they are an approver on.
3 votes -
Conditional approval based on HubSpot field
Conditional approval based on a HubSpot field.
Approval goes to a certain person if the ARR of the associated deal is over a certain amount, and does not go to that person if it is under a certain amount.3 votes -
Highlight sections of the template that are in need of approval
Currently, users can set up approval rules on templates based on quote fields (e.g., discounts applied to items). However, it’s not visually clear on the quote which sections are subject to these rules.
It would be great if sections requiring approval - when the conditions of the approval rules are met - were automatically highlighted so the approver can easily see what to focus on. For example, if any item in a section receives a discount that triggers an approval rule, that section should be visually highlighted.
This would allow approvers to quickly identify which parts of the quote require…
3 votes -
Allow the approvers to initial/sign at the approval stage
Allow the approvers to initial/sign at the approval stage.
3 votes -
Disabling the approval if the Approver is OOO
Ability to set up Approval by working hours of the approver (so that if they are ooo - the approval is not required)
3 votes -
[Approval workflow] allow to select more than 1 approver from the list
Option for approval workflow when selecting 'Give document sender authority to select approver' you can choose more than one person
3 votes -
Options to change the approvers in "Approval Stage"
Organizations with complex signature policies (e.g., Legal review determining if Finance, Compliance, or Executive approval is needed) require the ability to route documents to different approvers based on content reviewed during the initial approval step, rather than having all downstream approvers locked in at template creation.
Current Limitation: Once a document enters the "To approve" stage, the approval workflow is locked. Approvers cannot be added, removed, or changed, they must all be predetermined in the template.
2 votes -
Manage approval workflow emails and notifications via API
There should be a way to manage the approval notifications and emails to document's approvers when the documents are sent via API.
2 votes -
Display which Approver the document is waiting on in the "Waiting Approval" stage - Home/Document summary screen
On the Home screen or Document summary screen, it displays "Waiting Approval" - I want to see which approver it is waiting on.
We have 3-4 approvers to ensure quotes are going out correctly, and for auditing purposes. Seeing this would be especially helpful for the approvers to quickly scan which documents need THEIR approval. It's also helpful for our sales reps to see who is holding up the process for an internal nudge, and admin if one of the approvers is OOO.
Possible Solution: Add a column to the either (or both) screens: "waiting on" with approver's name.
2 votes -
Automatically Send PDF Copy to Approvers After Internal Document Approval
Currently, a PDF copy of a document is only generated after full completion by all parties. It would be great to enable PDF generation after a document is approved by an internal approver.
2 votes -
Approval workflow: Allow approval between first and second signer
Allow workflow: "First signer completes → Document comes to you for approval → After you approve → Second signer receives it."
I am currently only being able to Approve the document before sending it, not between the first and second signer
2 votes -
Approval Workflow: Multiple Groups at the Same Stage (Parallel Approval Groups)
Allow multiple approval groups to approve at the same stage of a workflow. For example, Groups 1 and 2 could approve simultaneously, and only after both groups approve would Group 3 be able to approve.
2 votes
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