Settings and activity
6 results found
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15 votes
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9 votes
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Adwerx Legal
commented
The lack of this ability is very cumbersome. Sometimes we need to make edits that don't need approval again, so it gets turned off. Sometimes another larger edit comes through that does need approval, and then we can no longer turn it back on for the document - it gets completely disconnected from the original template (that DID and STILL DOES have approvals enabled). Then we're forced to create an entirely new document losing all history associated, which is frustrating and can make it hard to follow an audit trail for specific contracts if new versions had to be created.
Adwerx Legal
supported this idea
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69 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!
Adwerx Legal
supported this idea
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81 votes
Hi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
Adwerx Legal
supported this idea
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7 votesAdwerx Legal
supported this idea
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22 votes
Right now if approvals are for whatever reason toggled off for the document generated from a template that includes an approval workflow, they can never be turned back on. You have to recreate the entire document from the template and lose all edits and variables. Example case:
Document is generated from a templates, variables are filled, it is sent for approval.
Customer receives and needs to make a small change that doesn't need approval (updated email, address correction, etc).
Minor change is made, approvals are turned off, document is sent straight back to customer for signature.
Customer comes back with another change that DOES require approval (quantity increase, change in product lineup, etc).
We cannot turn approvals back on for this document now, and it needs to be recreated from scratch.
Ideally we'd be able to turn approvals back on for the document at this point, so this major change could be approved.