Approval workflow setup for multiple docs
Have the same approval workflow setup for multiple templates
Corey Purves
shared this idea
2 comments
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Bryce Nelson
commented
We're applying a new approval workflow handed down by our corporate overlords and we need a way to apply the same multiple-tier conditional approval criteria to all of our existing templates, but as of right now we have to enter the same criteria manually for each template.
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AdminRyanne Doumet
(Admin, PandaDoc)
commented
Functionality: if rep moves to manager, team is confused on how to use approval workflow. regional managers are approvers but approval workflow set up by template not by region
request to make bulk changes to templates - i.e. one template that is highly customizable or many templates that address each need. have about a 20 template. would like to make bulk change to template especially in regards to approval workflow