3 results found

1. Ability 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

   71 votes

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   6 comments  ·  Approvals  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

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

   Have the same approval workflow setup for multiple templates

   57 votes

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   6 comments  ·  Approvals  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminJoan Nocon (Admin, 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!

3. 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

   7 votes

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   1 comment  ·  Approvals  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminValeryia Baranava (Admin, 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!