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  1. Send the document automatically after approval

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    9 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    On Roadmap  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    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.

    Manaan Alexander supported this idea  · 
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    Manaan Alexander commented  · 

    Create an approval workflow where the agent sends the document as if there were no approvals and then once it is approved, the document is sent automatically to the recipient.