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  1. 68 votes

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    Jo Howell commented  · 

    This would be so useful! I would like document creators to be able to send their documents to their manager for approval using the workflow, but currently I would have to either have separate templates for each manager or have the document go to all managers (approval group)

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    Jo Howell commented  · 

    This would be so useful! I would like document creators to be able to send their documents to their manager for approval using the workflow, but currently I would have to either have separate templates for each manager or have the document go to all managers (approval group)

    Jo Howell supported this idea  · 
  2. 5 votes

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    Jo Howell supported this idea  · 
  3. 15 votes

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    Jo Howell commented  · 

    This would be really useful!

    Jo Howell supported this idea  · 
  4. 52 votes

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    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!

    Jo Howell supported this idea  · 
  5. 16 votes

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    Jo Howell supported this idea  · 
  6. 14 votes

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    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!

    Jo Howell supported this idea  · 
  7. 185 votes

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    Jo Howell supported this idea  · 
  8. 170 votes

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    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. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

    Jo Howell supported this idea  · 
  9. 108 votes

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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…

    Jo Howell supported this idea  · 
  10. 143 votes

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    Jo Howell supported this idea  · 
  11. 34 votes

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    Hi,

    Good news! We have been working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team


    Navigate to the Question Mark icon on the top right-hand side of your PandaDoc account and click on Live Chat to start a new conversation with our Support Team or click on Submit a request to send our team an email.

    Jo Howell supported this idea  · 
  12. 98 votes

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    Hi there! Unfortunately 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!

    Jo Howell supported this idea  · 
  13. 118 votes

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    Jo Howell supported this idea  · 
  14. 440 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Currency formatting

    We hope this release can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

    Jo Howell supported this idea  · 
  15. 665 votes

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    Jo Howell supported this idea  · 
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