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  1. 8 votes

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  2. 108 votes

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    On Roadmap  ·  Liza Gatsak responded


    [WORKAROUND]

    Hi all! 

    I’m happy to announce that you can now edit an approval workflow at the document level, whenever a document is in draft status. This change could help you in case an original approver is unavailable to perform the action (maybe they’re on vacation) and you need to change the approver without disrupting the approval process. Here are a few benefits of this new feature: An account admin/manager no longer has to change an approval workflow at the template level A document creator doesn’t need to create a new version of a document once its approval workflow has been changed Making a change to an approval workflow is quick and easy, saving a ton of time and effort for everyone involved Read this Help Center article to learn more about how it works: https://support.pandadoc.com/hc/en-us/articles/360016122334#h_01F2H326V6QVFDF0D8S2VPCE9Z 

    I would be happy to answer your questions and get a feedback from you. You can…

    Christine Haupt supported this idea  · 
  3. 8 votes

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  4. 44 votes

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  5. 354 votes

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    An error occurred while saving the comment
    Christine Haupt commented  · 

    Very important -- the default text PD offers doesn't work for all Quote types we have!

  6. 86 votes

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  7. 4 votes

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  8. 4 votes

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