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Ideas to Improve PandaDoc: Approvals

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Margin % Based Conditional Approvals

Conditional approvals based on the Profit Margin in the pricing table

7 votes

AdminPeter Miller (Admin, PandaDoc) shared this idea · Aug 26, 2020 · Admin →

Idea · Jul 7, 2021

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Michelle Dreyer commented · July 14, 2023 1:57 PM

Approving profitable business lowers productivity. It would be great to have profitable quote bypass the workflow based on thresholds we can set.

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