Settings and activity

1 result found

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

   68 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

   18 comments  ·  Ideas to Improve PandaDoc » 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
   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
   An error occurred while saving the comment
   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.

   Save Submitting...