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  1. 7 votes

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    dkirby commented  · 

    This feature would be helpful for realistic revenue tracking, as things can change that decrement revenue (such as a cost reducing change order).

    dkirby supported this idea  · 
  2. 60 votes

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    Hi all!


    I’m happy to announce that one of our most-requested features, selectable approvers for document senders, is now available. This feature allows you to manually select an approver from a predefined selectable group before a document is sent for an approval.

    A document-sender can now select an approver based on the team they're part of. And our new feature allows for flexibility if you need to select a different approver while a document is still in the process of being completed.

    Selectable approvers also makes it easier to manage which document notifications go to specific members of an approval group. This helps reduce inbox clutter, since nobody wants to receive document notifications they don't need.

    Admins and/or Managers who set an approval workflow for others and manage templates for different approvers and teams will also find selectable approvers helpful.

    Read this Help Center article to learn more about setting…

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    dkirby commented  · 

    Upvoting this. We feel this feature would be highly useful for setting lower approval thresholds for newer members of our team in training and higher approval thresholds for our more experienced team members.

    This would let us smoothly train up our new users and add some streamlined support from co-workers helping our new team members get comfortable with our processes.

    dkirby supported this idea  · 
  3. 259 votes

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    dkirby supported this idea  · 
  4. 3 votes

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    dkirby commented  · 

    Adding total value to the Documents API endpoint would streamline our ability to query the API for pulling data into Power BI and other reporting mechanisms, instead of doing a documents query and then a query for each returned document to ascertain the value.

    This would be a load for our systems as well as PandaDoc's.

    dkirby supported this idea  · 
  5. 21 votes

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    dkirby commented  · 

    Would definitely be a huge value add to have detailed reporting on the performance of individual templates and content items.

    dkirby supported this idea  ·