Settings and activity
11 results found
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34 votes
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!
Danielle Olivier
supported this idea
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5 votesDanielle Olivier
supported this idea
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34 votes
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.
An error occurred while saving the comment Danielle Olivier
supported this idea
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26 votesDanielle Olivier
supported this idea
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82 votes
Hi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
Danielle Olivier
supported this idea
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68 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
Danielle Olivier
supported this idea
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108 votes
[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…
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8 votes
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21 votes
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184 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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665 votes
Hi. Thank you so much for reaching out and sharing your perspective. We offer this feature in scope of a broader solution, namely:
We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
Danielle Olivier
supported this idea
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This would be amazing to have. We have two executive approvers for pricing documents. One whom approves deals >100K or margins <60% and another approver who approves pricing for deals <100k and margins > 60%. Currently, they're both getting notified since they're both in the approval workflow, and the "set approval order" is turned off, this leaves room for proposals sitting for extended amounts of time because the other approver didn't open to the link to see if they needed to approve that proposal or if it belongs to the other approver with conditional logic, this would allow for the appropriate approver to be notified rather than our executives having to click into each link for approval when it doesn't pertain to them.