159 results found
-
View document/template audit log for the approval workflow
Hi Team ,
Kindly add audit history to every document & every template .
So visibility will increase who updated approval workflow & who updated approver name in the template & document .it will useful to trace logs of any document & template .
3 votes -
Showing changes in documents requiring approval
Highlight changes for approvers - this will be a quality of life update for most customers. They would be able to quickly see what has been changed on a document in order to move through an approval workflow that much faster.
3 votes -
Change document status to Approved via API
The option to change the document status from "document.waiting_approval" to "document.approved" via the API, when the approval workflow is enabled.
3 votes -
Approval after resolved suggestions
Option to send a document for approval after all suggestions from the recipient were resolved
3 votes -
Include changes in Approval workflow in the Audit Trail
Include on the audit trail what exactly has changed via approval workflow
3 votes -
Approvals Process - Wpromote
Approvals process and actual workflow for contract going in navigating between different parties within the same company.
For example, after you're able to do that where you set up a workflow approval process where you send a draft on over to someone. It gets edited, and then if it gets approved it gets sent on to the next party; If it gets declined, then it either stays with them until it gets edited, or tracks and goes back to step. To have like a full CLM platform.3 votes -
Be able to filter docs by "approved" within a certain time period.
After doc is approved, would be nice to be able to organize docs as approved docs. Be able to filter docs by "approved" within a certain time period.
3 votes -
If the same user is being a part of multiple approvers groups on a single document, notifications should be sent separately for each group
If the same user is being a part of multiple approvers groups (with different purposes) on a single document, notifications should be sent separately for each approvers group.
3 votes -
Dashboard information for Recipient/Approvers should be changed to full name instead of Initials
Dashboard information for Recipient/Approvers should be changed to full name instead of Initials
3 votes -
Automatically Send PDF Copy to Approvers After Internal Document Approval
Currently, a PDF copy of a document is only generated after full completion by all parties. It would be great to enable PDF generation after a document is approved by an internal approver.
2 votes -
Conditional approval based on HubSpot field
Conditional approval based on a HubSpot field
2 votes -
Highlight sections of the template that are in need of approval
Currently, users can set up approval rules on templates based on quote fields (e.g., discounts applied to items). However, it’s not visually clear on the quote which sections are subject to these rules.
It would be great if sections requiring approval - when the conditions of the approval rules are met - were automatically highlighted so the approver can easily see what to focus on. For example, if any item in a section receives a discount that triggers an approval rule, that section should be visually highlighted.
This would allow approvers to quickly identify which parts of the quote require…
2 votes -
Approval Workflow: Multiple Groups at the Same Stage (Parallel Approval Groups)
Allow multiple approval groups to approve at the same stage of a workflow. For example, Groups 1 and 2 could approve simultaneously, and only after both groups approve would Group 3 be able to approve.
2 votes -
Manage Approval Groups Centrally
Please make it possible to manage approval groups from a central location.
We have 50 templates that have the same approval group. If an approver needs to be added or removed, you need to enter each template, and amend individually the approver groups.
It would be ideal to be able to simply apply an approver group per template or folder of templates.
2 votes -
Prevent Admins from Bypassing Approval Workflows
Ability to prevent admins/managers from bypassing Approval Workflows
2 votes -
The ability for the approvers within the Approval Workflow to be able to suggest edits in a document they have been sent for approval.
The ability for the approvers within the Approval Workflow to be able to suggest edits in a document they have been sent for approval.
2 votes -
Allow the approvers to initial/sign at the approval stage
Allow the approvers to initial/sign at the approval stage.
2 votes -
Apply Workflow (Approval, Reminders, etc.) Templates on Uploaded PDFs
Allows us to preconfigure workflow templates that we can apply to an uploaded PDF.
2 votes -
The option for an "Approver" in the approval workflow to reassign their approval to someone else
The option for an "Approver" in the approval workflow to reassign their approval to someone else
2 votes -
2 votes
- Don't see your idea?