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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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129 results found

  1. Marked-up approved changes to the doc

    To have suggested approved changes marked-up to double-check them later

    1 vote

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  2. Remove 'Sent' from Version History for Approved Documents

    1 vote

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  3. The ability to customize the emails for approval workflow.

    1 vote

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  4. Automatic notification to check the document before sending it (after it's approved)

    1 vote

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  5. Locking the approved document to prevent accidental changes

    1 vote

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  6. Require opportunity approval in order to allow a user to send a document

    Salesforce integration - Would like to deactivate the "create document" button in the iframe until the opportunity is approved in salesforce (not closed won). Once opp is approved, then the document creator has access to create and send the Pandadoc. Alternatively, allow document creation but restrict sending until opp is approved in salesforce. Customer does not want the document to be sent out at all (even internally) unless opp is approved first.

    1 vote

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  7. The ability to have an email in the approver group, that would not receive an email every time an approval is required

    1 vote

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  8. Edit the email message when document has been approved

    remove or modify the message "Feel free to send the document now." when a proposal has been approved

    1 vote

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  9. Require approval in order to manually change doc status to complete

    1 vote

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