8 results found

1. Send the document automatically after approval

   Automatically send the document once it is approved.

   107 votes

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   19 comments  ·  Approvals  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

   This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

   We appreciate your understanding.

2. Ability for Approvers to Edit During the Document Approval Workflow Process

   I would like to have the ability as a document reviewer to be able to make a quick edit to a document in the "for approval" category without having to go through the full edit and approval process.
   Current Steps:
   1. Receive doc for review
   2. Review - while reviewing you see a necessary change
   3. You must click "Edit Document" and make your desired edits
   4. I then have to resubmit for review
   5. Review
   6. Approve

   As a reviewer role, I should be able to edit the document within my review and approve all at once which would eliminate 1/2 of the process shown above. I would still want the ability to Reject in case of large errors, or items I wanted the individual to change on their own.

   I would like to have the ability as a document reviewer to be able to make a quick edit to a document in the "for approval" category without having to go through the full edit and approval process.
   Current Steps:
   1. Receive doc for review
   2. Review - while reviewing you see a necessary change
   3. You must click "Edit Document" and make your desired edits
   4. I then have to resubmit for review
   5. Review
   6. Approve

   As a reviewer role, I should be able to edit the document within my review and approve all at once which would… more

   79 votes

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   6 comments  ·  Approvals  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

3. [Approvals]: Make approvers user based [WORKAROUND PROVIDED]

   • set approvers for groups of users within PandaDoc
   • user-related not template related
   75 votes

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   18 comments  ·  Approvals  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

   This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

   We appreciate your understanding.

4. General settings for workflow approval: Update approval workflow setup for multiple templates in bulk

   Have the same approval workflow setup for multiple templates

   62 votes

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   7 comments  ·  Approvals  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

   This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

   We appreciate your understanding.

5. Reporting: Time a document is waiting to be approved when sent to approver

   time to approve success metric

   45 votes

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   4 comments  ·  Approvals  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

   Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

6. Approval workflow in forms

   Approval workflow in forms

   36 votes

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   3 comments  ·  Approvals  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

   This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

   We appreciate your understanding.

7. Reporting: Document Analytics by Approver

   We have a list of people who approve documents, but we want to be able to see the data on the approvers.

   For example: We a team made up of 4 people who are approvers, everyone works together to approve these documents.

   We want to be able to have a breakdown of the 4 approvers, and how many approvals they made each month.

   This will help us in a variety of ways, but also to make sure that we are spreading work evenly to each team member.

   We also have monthly meetings and provide an update to the team on what their numbers were for the previous month, but also compare it with the month from the previous year.

   It would be nice to have the data on how many documents were approved and by who approved them.

   Maybe a “documents analytics by: Approver” would maybe help us out in getting this information.

   We have a list of people who approve documents, but we want to be able to see the data on the approvers.

   For example: We a team made up of 4 people who are approvers, everyone works together to approve these documents.

   We want to be able to have a breakdown of the 4 approvers, and how many approvals they made each month.

   This will help us in a variety of ways, but also to make sure that we are spreading work evenly to each team member.

   We also have monthly meetings and provide an update to the team on… more

   12 votes

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   3 comments  ·  Approvals  ·  Delete…  ·  Admin →
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   Not Planned  ·  Valeryia Baranava responded

   Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

   Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

8. 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

   5 votes

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   1 comment  ·  Approvals  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

   Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!