Bypass approval workflow if no edits made (of just small ones, not related to pricing etc.)
Customers need to go through the approval process every time they edit the document - which is inconvenient and creates a bottle neck when they're editing for small reasons (i.e. not pricing or discount or terms related).
It would be nice to pin approval workflows to specific blocks, or define a way to bypass for edits.
28
votes
Emily Cozzens
shared this idea
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Once doc is approved, if the recipient or signer needs to be re-sent for approval which delays the workflow.
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Sean Hollis commented
This functionality would simplify operational workflows across personnel and would negate the need for managing coherence between two separate Templates.
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AdminSara Rodriguez (Admin, PandaDoc) commented
Be able to disable an approval workflow on the document level if the document sender doesn't make any edits.
