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19 results found

  1. Display which Approver the document is waiting on in the "Waiting Approval" stage - Home/Document summary screen

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    mbrown shared this idea  · 

  2. Auto delegate Signatures & Approvals

    11 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    mbrown supported this idea  · 

  3. Reporting: Document Analytics by Approver

    12 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Not Planned  ·  Valeryia Baranava responded

    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!

    mbrown supported this idea  · 

  4. Approval Workflow auto-reminders

    26 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    mbrown commented  · 

    There are no reminders AND we are having to coordinate outside of PD to see who the document is with unless we click into each document individually.

    mbrown supported this idea  · 

  5. Bypass approval workflow if no edits made (of just small ones, not related to pricing etc.)

    29 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    mbrown supported this idea  · 

  6. Reporting: Time a document is waiting to be approved when sent to approver

    43 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    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!

    mbrown supported this idea  · 

  7. Indicator that a document is already being reviewed by somebody in an Approver Group (i.e. to eliminate duplicate work)

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    mbrown supported this idea  · 

  8. The option for an "Approver" in the approval workflow to reassign their approval to someone else

    4 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    mbrown supported this idea  · 

  9. Ability for Approvers to Edit During the Document Approval Workflow Process

    79 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    mbrown supported this idea  · 

  10. Dashboard Approval

    15 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    mbrown supported this idea  · 

  11. Email Notification for document senders about upcoming expiration of a document / Email notification to the sender when a document expires

    106 votes

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    17 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    mbrown supported this idea  · 

  12. Approval workflow: Allow approval between first and second signer

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    mbrown supported this idea  · 

  13. Combine approval + first signer step

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    mbrown shared this idea  · 

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

    354 votes

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    26 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    mbrown supported this idea  · 

  15. Quote builder: show discount column if the discount is 0% or $0

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    mbrown supported this idea  · 

  16. Save fields values' when a document is downloaded as docx(word)

    29 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    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!

    mbrown supported this idea  · 
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    mbrown commented  · 

    Critical for fields to be seen when downloading the document. Many companies still only trust DocuSign and AdobeSign as security protocol. This is a light lift for an easy workaround until PandaDoc is more widely accepted.

  17. Column-based views with the list of documents

    2 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    mbrown commented  · 

    In need of more configurability

    mbrown shared this idea  · 

  18. Tracking the number of extensions per document

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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  19. Disable “Total Section Value” and “Total Contract Value” fields from auto showing on document when generating docs via HubSpot

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
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    mbrown supported this idea  ·