Add AND conditional approval statements
Conditional approvals could benefit from the addition of the AND statement.
Jeff Rosen
shared this idea
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Madeline Kalfas commented
This would be very helpful! We are not able to set up our approval groups without the AND statement.
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Lindsey Schocke commented
Should these two ideas be merged? They seem to be for the same thing.
https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/45040825-and-operator-in-conditional-smart-content -
Danielle Olivier
commented
This would be amazing to have. We have two executive approvers for pricing documents. One whom approves deals >100K or margins <60% and another approver who approves pricing for deals <100k and margins > 60%. Currently, they're both getting notified since they're both in the approval workflow, and the "set approval order" is turned off, this leaves room for proposals sitting for extended amounts of time because the other approver didn't open to the link to see if they needed to approve that proposal or if it belongs to the other approver with conditional logic, this would allow for the appropriate approver to be notified rather than our executives having to click into each link for approval when it doesn't pertain to them.
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Ernie de Wal
commented
or an EQUAL would be a very simple modification
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AdminPeter Miller (Admin, PandaDoc) commented
We need the option for AND in conditional approvals not just OR.
Ie. The doc value is greater than $20K AND less than $100K