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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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94 results found

  1. Approval workflow in forms

    30 votes

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    Idea  ·  3 comments  ·  Approvals  ·  Admin →
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  2. Conditional approvals could benefit from the addition of the AND statement.

    28 votes

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    5 comments  ·  Approvals  ·  Admin →
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  3. 26 votes

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    1 comment  ·  Approvals  ·  Admin →
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  4. Additional logic to the approval process conditions to use PD variables (i.e. Deal Owner) once the first approval is done by the group, the second approver is the deal owner who will do a final check on the proposal before sending it to the recipient.

    24 votes

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    5 comments  ·  Approvals  ·  Admin →
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  5. Suggest add a option in Approval Workflow, the contract is needed Manager approve after the recipient sign the contract

    23 votes

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    Idea  ·  5 comments  ·  Approvals  ·  Admin →
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  6. Customers need to go through the approval process every time they edit the document - which is inconvenient and creates a bottle neck when they're editing for small reasons (i.e. not pricing or discount or terms related).

    It would be nice to pin approval workflows to specific blocks, or define a way to bypass for edits.

    23 votes

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    Idea  ·  3 comments  ·  Approvals  ·  Admin →
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  7. Customer would like to be able to change the approval workflow after sending without editing the document first.

    17 votes

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    2 comments  ·  Approvals  ·  Admin →
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  8. Improve how redlining and approval workflows work together since there is limited functionality when using the two features simultaneously.

    17 votes

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    Idea  ·  2 comments  ·  Approvals  ·  Admin →
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  9. Needs conditional routing, conditional approvals (More advanced than what we have)

    When content within a document is edited to remove or edit clauses from the template send for approval to specific group.

    15 votes

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    0 comments  ·  Approvals  ·  Admin →
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  10. 13 votes

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    Idea  ·  3 comments  ·  Approvals  ·  Admin →
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  11. if an approver doesn't approve a document in a certain amount of time they get an email reminder

    12 votes

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    1 comment  ·  Approvals  ·  Admin →
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  12. I would like to set up two approvers on all my templates - first our head of sales and then second our CEO. Would it be possible to somehow make sure that the 1st approver doesn't need to approve the document again if the CEO makes an edit on it?

    So, if the document is approved by CEO, the sales rep won't need to approve but if the sales rep approves it, CEO will still need to approve it.

    11 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  13. Separate Approved from To Be Approved within Dashboard- It's misleading, because it says "For approval" on the Dashboard and in the filters on the Documents screen. Docs pending approval are more important than docs that are already approved as far as setting priorities.

    10 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  14. Ability to send "Document Approved" notification to more than just the document creator.

    10 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  15. It would be nice to have the option to include signatures in the conditional approval workflow.

    8 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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  16. Have a role for the recipient to be setup as the Approver. This way we will be able to send the document to an approver on the recipient side, and then allow the approver to forward the document to a different recipient who can sign on behalf of the recipient.

    7 votes

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    1 comment  ·  Approvals  ·  Admin →
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  17. To be able to manually change the document status of Approved documents to Declined, Completed, etc

    https://pandadoc.zendesk.com/agent/tickets/521646

    7 votes

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    0 comments  ·  Approvals  ·  Admin →
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  18. Ability to assign an approver to a document created through the API. This approver should not be required to be assigned through the template first.

    6 votes

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    0 comments  ·  Approvals  ·  Admin →
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  19. Conditional approval based on the type of line item.

    6 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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  20. Conditional approvals based on the Profit Margin in the pricing table

    6 votes

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    Idea  ·  1 comment  ·  Approvals  ·  Admin →
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