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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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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

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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  ·