bundling approval workflow
Right now, when I try to create a bundled transaction, the approval workflow that was in place with selected templates or documents disappears--
AdminLori Nolen
(Admin, PandaDoc)
shared this idea
Valeryia Baranava
responded
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Sales Intelligo
commented
Currently, when bundling multiple templates together (e.g., MSA + addendum), any approval workflows configured at the individual template level are automatically disabled and cannot be enabled on the bundled document. The system indicates that approvals need to be turned on at the template level, but this doesn’t work for bundled documents even when approvals are enabled on the original templates.
Requested Feature: Allow approval workflows to carry over from the original templates when bundling, or enable the ability to configure approval workflows directly on bundled templates without having to recreate them from scratch.
Problem it Solves: This creates inefficiency and workflow disruption when combining documents that require approval processes, forcing users to either avoid bundling or manually reconfigure approval settings.
Use Case: Organizations that need to combine standard agreements (like MSAs) with addendums while maintaining their established approval processes for compliance and internal controls.