Upvote on this. We currently have new sales and renewal contracts which use the same template but have different managers based on current or new customer. We would have to manage two identical templates in order to get the approver flow we want.

This would be incredibly useful for us! I would love to be able to setup approvers based on the doc creators manager instead of at a template level. That way managers could only approve for their teams, instead of adding all managers to the templates where they get notified for all docs created.

Ability to set the condition for the approval group that is based not on the monetary contract value but rather whether the first/first two groups approved the contract or not.

Ability to create conditional approvals that are not based on the document value.

+ got the same request to be able set-up an approval workflow for doc created by a specific users

This would be so useful! I would like document creators to be able to send their documents to their manager for approval using the workflow, but currently I would have to either have separate templates for each manager or have the document go to all managers (approval group)

This would be so useful! I would like document creators to be able to send their documents to their manager for approval using the workflow, but currently I would have to either have separate templates for each manager or have the document go to all managers (approval group)

Approvals based on who created the document. For example, if person A creates the doc --> person B is the approver; but if person C created the doc --> person D is the approver.

A section in custom roles for "trainee" that will automatically send all documents to a manager for approval

approver workflow set based on user/not template for Trainees to send all their quotes to management before sending to recipients

We are wondering if it's possible to have his documents only with a signing order for his manager to approve? So each time this one person creates a document it would first go to the manager for approval automatically.

Customer wants an approval process where, if a document is being sent by certain users then PD will send it to their specific team lead for approval

I am only able to implement the approvals workflow at Template level, therefore, a document creator could simply create their own quote or proposal and send to a customer without approval.

The other option would be to force the use of Templates but this option is also not available.

I really need this to happen! I have users in PandaDoc that I need to monitor much more closely than others, and would love to have all documents sent by them route through me first.

The ability to have conditional approvals recognize a "manager role" that is specific to each user, rather than specific to the template.

Having an option to define a user/users who cannot send their documents out without having them approved