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Ideas to Improve PandaDoc: Approvals

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Role for Recipient Approver

Have a role for the recipient to be setup as the Approver. This way we will be able to send the document to an approver on the recipient side, and then allow the approver to forward the document to a different recipient who can sign on behalf of the recipient.

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  • Margaret Huang commented  · 

    Currently, PandaDocs does not allow me to specify a role for "Approver" that is on the client side. Instead, I have to do a workaround by sending the document to the person who then has to be emailed instructions on how to forward the document to someone else for signing. It looks unprofessional.