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'Turn off the approval workflow when the pricing table or quote selections are made' has been merged into this idea

Ideas to Improve PandaDoc: Approvals

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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.

73 votes

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Amanda Davis shared this idea  ·   ·  Admin →
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Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded  · 

Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

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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.

  • 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.

  • Savannah Faulkner commented  · 

    Prevent the approval workflow from triggering again when changes in the document were made (for example, quantity of the products)

  • 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.