155 results found
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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 -
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 -
Disabling the approval if the Approver is OOO
Ability to set up Approval by working hours of the approver (so that if they are ooo - the approval is not required)
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
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[Approval workflow] allow to select more than 1 approver from the list
Option for approval workflow when selecting 'Give document sender authority to select approver' you can choose more than one person
2 votes -
Allow approval workflow in bulk sends
Allow approval workflow in bulk sends
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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2 votes
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