Override Approval: vacation setting
Do you have to assign someone else to approve proposals while you're temporarily out / on vacation?
Let us know how important this feature is to you.
Christopher Ragland commented
For example, if the approver has left the company, or is out of the office and unable to approve the document and it needs to be approved immediately.
Darcy Britt commented
This would be an outstanding feature to enable. Suppose a document has been drafted and an approver is unexpectedly called away from the office. In that case, there is no option to correct it at the document level, requiring that the entire document be re-drafted in a template with an alternate approval workflow. This is both time-consuming and cumbersome for our team.
Carl Thaisen commented
We especially have the issue in the case someone leaves the company.
A better solution to this would therefore be to have a central approval group manager module.
The main problem for us is that an approver is hardcoded into any document created from a template with an approval flow.
Even though we update the template, that user will still be the only one able to approve the document.
With a central approval group manager (like the role manager in PandaDoc) you'd be able to create and manage groups for all documents where the approval groups have been applied to.
And when something changes - like if someone leaves the company, you won't have to update the approval flow on all templates individually.
PandaKat Olarte commented
Ideally, if on vacation, to have the settings allow the temp-approver to be assigned from "x" date to "x" date.