Skip to content

← Ideas to Improve PandaDoc

How can we improve PandaDoc?

Ideas to Improve PandaDoc: Approvals

CATEGORIES
All ideas
My feedback
API 292 ideas
Approvals 160 ideas
Automations 222 ideas
Content Editing & Design 816 ideas
Documents & Data Management 904 ideas
Esign & Notary 54 ideas
Fillable Fields & Variables 585 ideas
Forms 206 ideas
Integrations 1073 ideas
Integrations - HubSpot 261 ideas
Localization 59 ideas
Mobile 85 ideas
Other 514 ideas
Quote Builder & Pricing table 678 ideas
Quote to Cash 255 ideas
Recipient Experience 256 ideas
Rooms 72 ideas
Security & Compliance 76 ideas
Settings, Workspaces & User Roles 379 ideas
Sharing & Collaboration 282 ideas
Templates & Libraries 230 ideas
Usability Improvements 198 ideas
Workflows 12 ideas

Approval workflow after document is sent, and before automatic invoice generation

approval step that triggers after a document is sent to the client but before an invoice is created or sent.

2 votes

[not provided] shared this idea · Apr 15, 2026 · Admin →

An error occurred while saving the comment