Settings and activity
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102 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…
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Darcy Britt
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23 votesDarcy Britt
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65 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
Darcy Britt
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25 votesDarcy Britt
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31 votesDarcy Britt
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52 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!Darcy Britt
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18 votesDarcy Britt
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This would be an outstanding feature to enable. Suppose a document has been drafted and an approver is unexpectedly called away from the office. In that case, there is no option to correct it at the document level, requiring that the entire document be re-drafted in a template with an alternate approval workflow. This is both time-consuming and cumbersome for our team.