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  1. choose specific time of day for document expiration

    109 votes

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    24 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Bianca Sassow commented  · 

    this is a critical request. The document expiry selection doesn't at any point show the time of day that the document will expire, and currently defaults to the time of day the document is sent. We want to have our reps able to sign within working hours, and currently it doesn't work to have documents expire at random times of day without warning. The only variables available only show the expiry date so there is no way for our team to track the expiry time to manage this complete oversight from the pandadoc dev team.

    Bianca Sassow supported this idea  · 

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

    323 votes

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    20 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Bianca Sassow commented  · 

    This is critical for documents that have multiple signatures as sometimes one party misses the expiration date and as it currently stands both parties have to resign which is an administrative headache

    Bianca Sassow supported this idea  · 

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

    108 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  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…