127 results found
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Saved messages for Approval process: custom notification for approval
saved messages for Approval process
10 votesValeryia Baranava responded
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2 votes
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Approval Workflow through API
Ability to assign an approver to a document created through the API. This approver should not be required to be assigned through the template first.
15 votes -
Allow user that is not part of workspace to receive notification of approval
Allow a user not part of the workspace to get notification of approval.
1 vote -
bundling approval workflow
Right now, when I try to create a bundled transaction, the approval workflow that was in place with selected templates or documents disappears--
9 votes -
Check what conditionals are followed when the conditional approval is used
Check what conditionals are followed when the conditional approval is used
1 vote -
2 votes
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Ability to populate approver's name via variable.
Ability to populate approver's name via variable.
2 votes -
multiple approvers in same approval group
We would like to specify "at least two members of an approver group" approve a document in the workflow (e.g., we have 4-5 trusted reviewers, we would like two to say yes vs. one). Right now, we have the same group created twice, but there's nothing stopping the same someone from approving twice.
7 votes -
Expanded Approval Workflow: approvers can see their own documents only.
Ability to set up approval workflow with a user who cannot see others' documents. Custom settings to only see others documents that they are an approver for.
2 votes -
Multi-team approval workflow
As a second request, I’d love to have multiple approval workflows with ability to send back 1 level and not back to the start of the approval process. For instance, if 1 group is accountable for wording, 1 for legal and 1 for pricing. I don’t want someone adjusting pricing to require everything to start from the beginning again.
2 votes -
Highlight required variables for approver
Let's say a document is sent for approval. When an approver reviews the document, as the document is in "Waiting for approval" status, the variables are not highlighted in yellow anymore and because of that the approver can't see what variables were filled in by the document sender and which variables were NOT filled in by the documents sender. The client wants a better experience and requests the ability to highlight required variables in such a way that this highlighting persists for the documents in the "Waiting for approval" status. This will give an approver an opportunity to see if…
1 vote -
Reporting: Time a document is waiting to be approved when sent to approver
time to approve success metric
42 votesHi. 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!
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Edit Approval Workflow without editing doc
Customer would like to be able to change the approval workflow after sending without editing the document first.
26 votes -
1 vote
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Ability to approve or deny contract from API
Ability to use the API To approve or deny contracts.
1 vote -
Multi-stage Approval Workflow for Approver Group
Approver A approves the document, only then it goes to Approver B for the final approval
7 votes -
Document rejected notifications *sent to a document approver / rejected docs and notes to them visible in one place
Document rejected notifications *sent to a document approver so the document approver can see all the docs rejected and can see notes as well
5 votes -
Lock down / restrict document editing after approval
Once a document is approved, lock down ability to edit the document before sending to the client.
Approval is to confirm finalization of the terms on the contract for the client.2 votes -
variable for approval date to be effective date
Variable for "approved dated" to be effective date of the contract.
2 votes
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