Send the document automatically after approval
Automatically send the document once it is approved.
Yana Martynenko
shared this idea
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap. Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote.
-
Joyce Aoun
commented
This is very important since we use PandaDoc for automations and this would save us time and efforts in order to focus more on Sales instead of monitoring documents back and forth! Thank you!!
-
annemieke.wellin
commented
This is actually the point why we've been introduced to the approval workflow. So yes please, make this possible!
-
Paul Cedric Guevarra commented
Auto-send Document once Approved by the approver
-
Fiona Maher
commented
I understand not auto sending if an approval is rejected - but I don't see the benefit of of not auto sending after approval - unless the user does not want to email the client via PandaDoc - but as part of a separate email that includes links to other online forms (such as a HubSpot form etc).
-
Lena Panfilenko
commented
Automatically send the doc after it's approved
-
AdminCorey Purves (Admin, PandaDoc) commented
Send the proposal automatically after it's approved in approval workflow.