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  1. Override Approval: vacation setting (Allow Admins to force approve or reject document approvals)

    109 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Carl Thaisen commented  · 

    We especially have the issue in the case someone leaves the company.
    A better solution to this would therefore be to have a central approval group manager module.

    The main problem for us is that an approver is hardcoded into any document created from a template with an approval flow.

    Even though we update the template, that user will still be the only one able to approve the document.

    With a central approval group manager (like the role manager in PandaDoc) you'd be able to create and manage groups for all documents where the approval groups have been applied to.

    And when something changes - like if someone leaves the company, you won't have to update the approval flow on all templates individually.

  2. Pricing Table - numbers / symbols formatting (number of decimals, currency prefix, currency format etc.)

    451 votes

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    69 comments  ·  Ideas to Improve PandaDoc » Quote Builder & Pricing table  ·  Admin →
    Solution Exists  ·  Valeryia Baranava responded

    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:

    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.

  3. Allow user access to certain document folders or documents

    20 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
    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!

  4. Templates are updated once the Content library item is updated as well

    169 votes

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    27 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We’re glad to let you know that the feature allowing to auto-update your Templates has been released. Please see this link for more information.

    For more insights about Conditional Smart Content for Senders, refer to this article.

    Thank you for sharing your feedback, stay tuned for other updates!