Conditional approval workflow based on variables
Additional logic to the approval process conditions to use PD variables (i.e. Deal Owner) once the first approval is done by the group, the second approver is the deal owner who will do a final check on the proposal before sending it to the recipient.
Emily Gould
shared this idea
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Madeline Kalfas commented
This would be very nice to have based on variables from Salesforce. We would set up approval workflows based on Contract Amount field from the Opportunity.
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AdminAnonymous (Admin, PandaDoc) commented
setup to trigger the name of the document, modify base on the type of opportunity
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Quinten de Korte commented
As a manager, I want be able to create approval rules on other variables like, country or document title, etc.
So that I have more flexibility and the software supports my day to day way of working. -
The ability to make a field in a D365 opportunity the person the approval of a proposal would automatically route to within PandaDoc.
Route the PD approval to whatever contact in D365 is set as a role in an opportunity tied to an account.
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AdminVivian Mach (Admin, PandaDoc) commented
Would like to set up approvals based off of what team someone is on as well as what variables are pulled from the CRM into a document. For example, if someone from the Sales team can/should be exempt from the approval process set up because they are a manager or leadership position.
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