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Ideas to Improve PandaDoc: Approvals

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Send the document automatically after approval

Automatically send the document once it is approved.

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AdminYana Martynenko (Admin, PandaDoc) shared this idea  ·   ·  Admin →
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On Roadmap  ·  AdminValeryia Baranava (Admin, PandaDoc) responded  · 

Hi,

Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

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  • Viktoriia Chornenka commented  · 

    This feature will be incredibly valuable for our workflow, and we’re eagerly awaiting a version that includes it. We truly appreciate the effort put into developing this!

  • Anonymous commented  · 

    To have an option for automation when the document is approved then it will automatically sent to the signer.

  • Daniel Finamore commented  · 

    I would love this and would prefer it if was a toggle option per workkspace or per Template.... or both!

  • Manaan Alexander commented  · 

    Create an approval workflow where the agent sends the document as if there were no approvals and then once it is approved, the document is sent automatically to the recipient.

  • 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!

  • 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).