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  1. Role for Recipient Approver

    11 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
    Margaret Huang supported this idea  · 
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    Margaret Huang commented  · 

    Currently, PandaDocs does not allow me to specify a role for "Approver" that is on the client side. Instead, I have to do a workaround by sending the document to the person who then has to be emailed instructions on how to forward the document to someone else for signing. It looks unprofessional.

  2. Find and Replace All feature within a document / template

    217 votes

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    31 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →