Settings and activity
30 results found
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3 votes
Stephanie Lind
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5 votesStephanie Lind
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47 votes
Hi,
Thank you so much for reaching out! This is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. We will definitely work on approval workflow improvements and the ability to edit the document while in the approval stage is one of the key things we are considering for delivery. Stay tuned.Stephanie Lind
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3 votesStephanie Lind
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4 votesStephanie Lind
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1 voteStephanie Lind
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2 votesStephanie Lind
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9 votes
An error occurred while saving the comment Stephanie Lind
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12 votes
An error occurred while saving the comment Stephanie Lind
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I want this for the customer but also for me - our Contract Admin uploads everything that comes from other people in the organization and I am the sole signatory. All I see if "viewed" - I cannot tell if the client has executed the document.
Stephanie Lind
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2 votesStephanie Lind
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105 votes
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!
Stephanie Lind
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9 votesStephanie Lind
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3 votesStephanie Lind
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2 votesStephanie Lind
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1 voteStephanie Lind
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3 votes
An error occurred while saving the comment Stephanie Lind
commented
Additionally, would be great to make some folders private.
Stephanie Lind
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21 votesStephanie Lind
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20 votesStephanie Lind
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14 votes
An error occurred while saving the comment Stephanie Lind
commented
Good gravy - please add this! I cannot tell you the number of times I move from Template to Document and forget to add the workflow and once it is in document form, I can't add an approval workflow without changing it back to a Template. It's such a pain.
Stephanie Lind
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134 votes
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.
PandaDoc does have a feature to manage access to content - Workspaces. Workspaces are a great solution to distribute and manage content easily not just across separate teams or departments. Separate workspaces can also be created for different projects, for templates you no longer use but don't wish to delete, and templates that are still a work in progress or have not been approved for use. You can learn more about workspaces here.
Templates can also be shared across workspaces, if needed. These shared templates can be used to create and send new documents, but cannot be edited. You can learn more about sharing content across workspaces here.
Please keep upvoting this idea so we can keep considering it every time we work…
Stephanie Lind
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I really need a reminder setting for the Approval Flow. I had four documents out for approval. My CEO approved two. I really need the other two approved ASAP. Sending an email reminder or providing the link to her makes it much faster, especially if she only has her cell phone with her.