[Approvals]: Make approvers user based
- set approvers for groups of users within PandaDoc
- user-related not template related
Olivia Van Wormer
shared this idea
4 comments
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Jo Howell
commented
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)
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Vera Andreeva
commented
approver workflow set based on user/not template for Trainees to send all their quotes to management before sending to recipients
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Jim Treharne
commented
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.
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Philip Mayhoffer
commented
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.