Settings and activity

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1. Extend the expiration time of a document once it has become expired (with an ability to resend it) / unexpire

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   20 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

   The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

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   Sandra Sassow commented  ·  Feb 1, 2024  ·  Edit…  ·  Delete…

   If one party signs, you should halt the expiration date.

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   Sandra Sassow supported this idea  ·  Feb 1, 2024
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   Sandra Sassow commented  ·  Dec 14, 2023  ·  Edit…  ·  Delete…

   This is hugely critical

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2. Override Approval: vacation setting (Allow Admins to force approve or reject document approvals) [WORKAROUND PROVIDED]

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   6 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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   On roadmap  ·  Liza Gatsak responded

   
   

   [WORKAROUND]

   Hi all! 

   I’m happy to announce that you can now edit an approval workflow at the document level, whenever a document is in draft status. This change could help you in case an original approver is unavailable to perform the action (maybe they’re on vacation) and you need to change the approver without disrupting the approval process. Here are a few benefits of this new feature: An account admin/manager no longer has to change an approval workflow at the template level A document creator doesn’t need to create a new version of a document once its approval workflow has been changed Making a change to an approval workflow is quick and easy, saving a ton of time and effort for everyone involved Read this Help Center article to learn more about how it works: https://support.pandadoc.com/hc/en-us/articles/360016122334#h_01F2H326V6QVFDF0D8S2VPCE9Z 

   I would be happy to answer your questions and get a feedback from you. You can reach out to me by answering to this email.

   Best,

   Liza Gatsak

   
   

   [WORKAROUND]

   Hi all! 

   I’m happy to announce that you can now edit an approval workflow at the document level, whenever a document is in draft status. This change could help you in case an original approver is unavailable to perform the action (maybe they’re on vacation) and you need to change the approver without disrupting the approval process. Here are a few benefits of this new feature: An account admin/manager no longer has to change an approval workflow at the template level A document creator doesn’t need to create a new version of a document once its approval workflow has been changed Making a change to an approval workflow is quick and easy, saving a ton of time and effort for everyone involved Read this Help Center article to learn more about how it works: https://support.pandadoc.com/hc/en-us/articles/360016122334#h_01F2H326V6QVFDF0D8S2VPCE9Z 

   I would be happy to answer your questions and get a feedback from you. You can… more