Approvals are set up on a document level
I'm wondering if it is possible to set someone as an approver as a one off, instead of having an approver assigned to a template. I'd like to be able to assign a unique approver when a document is generated, instead of having it preassigned in the PandaDoc workflow.
Steve Mindrup commented
The ability to change the approver workflow from the document level would be huge. I am curious of two things, 1) At what point will PD consider this update in their roadmap? 2) What are users doing in the interim to work around this restricted feature?
Marissa McGuirk commented
Conditional approvals at the document level rather than at the template level.
Mike O'Nan commented
When duplicating a completed document it would be nice to change approval workflows and not be locked to the original template.
[Deleted User] commented
Approvers to be edited on a document level.
Sara Rodriguez commented
When you create a document from a template, the approver on the template level is inherited. It would be nice to be able to create a document from a template and at this point get to choose who the document approver is. This way you don't need to keep changing the approver on the template level.