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Ideas to Improve PandaDoc: Approvals

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Edit Approval Workflow without editing doc

Customer would like to be able to change the approval workflow after sending without editing the document first.

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Sarah O'Connor shared this idea  ·   ·  Admin →
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  • Jo Howell commented  · 

    This would be helpful for delegating approvals when someone is out of office. Our approval workflows have multiple steps, and it wastes time to have to send through this again because the last step had noone available.

  • Stephanie Lind commented  · 

    Good gravy - please add this! I cannot tell you the number of times I move from Template to Document and forget to add the workflow and once it is in document form, I can't add an approval workflow without changing it back to a Template. It's such a pain.