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  1. Send the document automatically after approval

    107 votes

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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.

    Jake Axsom supported this idea  · 

  2. Conditional approvals based on the Sender

    15 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Jake Axsom commented  · 

    I really like the approval workflow feature. One enhancement that would be incredibly useful is the ability to trigger approvals based on the document creator/sender/owner. This would allow teams to set up approvals specifically for documents created by new PandaDoc users, ensuring quality control without needing to review every document from more experienced users. Currently, the only workaround is to create separate templates for that subset of users and ensure they’re used, which can be cumbersome and less scalable.

    Jake Axsom supported this idea  ·