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Ideas to Improve PandaDoc: Templates & Libraries

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Approval workflow for templates (send template for approval)

Approval workflow for templates (send template for approval)

5 votes

Savannah Faulkner shared this idea · Jun 3, 2024 · Admin →

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Admin‌Iryna‌ Pekarchyk‌ (Admin, PandaDoc) commented · June 7, 2023 11:17 AM

When a user makes changes to a template, it has to go through an approval workflow first before the template is saved.

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