General settings for workflow approval: Update approval workflow setup for multiple templates in bulk
Have the same approval workflow setup for multiple templates
AdminCorey Purves
(Admin, PandaDoc)
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!
-
‌Iryna‌ Pekarchyk‌ commented
Option to set the Approval workflow at the account level, ensuring that all newly created templates and documents acquire a particular approval setting.
-
Eric Dixon commented
The ability to bulk edit the Approval Workflow for multiple templates would be extremely useful. If an approver changes roles, leaves the company, or goes on vacation, we currently need to manually edit the Approval Workflow for 20+ templates in our system individually.
-
For example, add or delete an approver and the change be reflected on all templates.
-
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.
-
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 -
AdminYana Martynenko (Admin, PandaDoc) commented
Change the approver's workflow on all the templates if changed on one.