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  1. Send the document automatically after approval

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    19 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

    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.