Ability to Edit During the Document Approval Workflow Process
I would like to have the ability as a document reviewer to be able to make a quick edit to a document in the "for approval" category without having to go through the full edit and approval process.
Current Steps:
1. Receive doc for review
2. Review - while reviewing you see a necessary change
3. You must click "Edit Document" and make your desired edits
4. I then have to resubmit for review
5. Review
6. Approve
As a reviewer role, I should be able to edit the document within my review and approve all at once which would eliminate 1/2 of the process shown above. I would still want the ability to Reject in case of large errors, or items I wanted the individual to change on their own.
Amanda Davis
shared this idea
Hi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
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lizz.sather
commented
This will be a HUGE improvement to the process! Thank you for working on it. Please let us know as soon as it is live.
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lizz.sather
commented
We have been asking for this ability for 2 years. We had to create our own system to do internal approvals so that our approvers can leave comments and suggested edits on the documents so we can fix all the things before sending to our clients.
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Savannah Faulkner commented
Prevent the approval workflow from triggering again when changes in the document were made (for example, quantity of the products)
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Allow approvers to make edits or suggest edits at the approval stage
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AdminAnonymous (Admin, PandaDoc) commented
Add the ability to suggest edits as an approver in documents, as currently, if someone makes a comment, the author has to go in, reopen the document, make the edits, and then there's no tracking that edit was made.
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AdminKsenia Duka
(Admin, PandaDoc)
commented
An approver can make edits so that document does not have to go through the approval again