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1. [Approvals]: Make approvers user based [WORKAROUND PROVIDED]

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   18 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Delete…  ·  Admin →
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   On Roadmap  ·  AdminJoan Nocon (Admin, PandaDoc) responded

   The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

   Jim Treharne supported this idea  ·  Aug 5, 2021
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   Jim Treharne commented  ·  Aug 5, 2021  ·  Edit…  ·  Delete…

   I am only able to implement the approvals workflow at Template level, therefore, a document creator could simply create their own quote or proposal and send to a customer without approval.

   The other option would be to force the use of Templates but this option is also not available.

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