1 result found

1. Ability to Edit During the Document Approval Workflow Process

   I would like to have the ability as a document reviewer to be able to make a quick edit to a document in the "for approval" category without having to go through the full edit and approval process.
   Current Steps:
   1. Receive doc for review
   2. Review - while reviewing you see a necessary change
   3. You must click "Edit Document" and make your desired edits
   4. I then have to resubmit for review
   5. Review
   6. Approve

   As a reviewer role, I should be able to edit the document within my review and approve all at once which would eliminate 1/2 of the process shown above. I would still want the ability to Reject in case of large errors, or items I wanted the individual to change on their own.

   I would like to have the ability as a document reviewer to be able to make a quick edit to a document in the "for approval" category without having to go through the full edit and approval process.
   Current Steps:
   1. Receive doc for review
   2. Review - while reviewing you see a necessary change
   3. You must click "Edit Document" and make your desired edits
   4. I then have to resubmit for review
   5. Review
   6. Approve

   As a reviewer role, I should be able to edit the document within my review and approve all at once which would… more

   53 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   1 comment  ·  Approvals  ·  Delete…  ·  Admin →
   How important is this to you?

   Nice to have You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Being evaluated  ·  AdminJoan Nocon (Admin, PandaDoc) responded

   Hi,
   Thank you so much for reaching out! This is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. We will definitely work on approval workflow improvements and the ability to edit the document while in the approval stage is one of the key things we are considering for delivery. Stay tuned.