Settings and activity
5 results found
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97 votes
[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…
An error occurred while saving the comment Rachel Rood supported this idea ·
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2 votes
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553 votes
This suggestion's status is currently unchanged from when the previous comment was posted. Please check back for updates.
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4 votes
An error occurred while saving the comment We have a designated approver for all documents, and a substitute approver that handles approvals when the designated approver is OOO. To make this work, they are both in the approval group. It would be great if the substitute approver had the option to turn email notifications off, and only turn the notifications back on when we know the designated approver is OOO.
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92 votes
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!
As my company's contracts manager, I only use the approval workflow to get leadership approval for non-standard contracts. For standard contracts and non-standard contracts that have terms our leadership team has given me pre-approval to accept, I push those through and approve myself (we are both in the approval group for this reason). However, our approver still gets all of these emails and with high volume sales it can be a lot in the inbox. Since approval workflow is set at the template level, there is no work around for this.
It would be great if the Admin (Owner) or other users/roles they designate could bypass the approval process. For the sake of documentation, it would also be ideal if the Admin (Owner) could designate which conditions are met that are allowing the approval to be bypassed - from a custom drop down of various pre-approvals that can be set ahead of time.