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  1. Approval workflow in forms

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    3 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

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    Tomas Vemola commented  · 

    +1.

    In our process, a random person submits a form, then employee #1 needs to check if everything is correct, and employee #2 needs to sign.

    This is currently not possible without the necessity for setting up a signing order including employee #1 who does not have the formal decision making power.

    Tomas Vemola supported this idea  ·