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  1. General settings for workflow approval: Update approval workflow setup for multiple templates in bulk

    58 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Being Evaluated  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

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    Eric Dixon commented  · 

    The ability to bulk edit the Approval Workflow for multiple templates would be extremely useful. If an approver changes roles, leaves the company, or goes on vacation, we currently need to manually edit the Approval Workflow for 20+ templates in our system individually.

    Eric Dixon supported this idea  · 

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

    69 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Eric Dixon supported this idea  ·