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1. [Approvals]: Make approvers user based [WORKAROUND PROVIDED]

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   18 comments  ·  Ideas to Improve PandaDoc » Workflow  ·  Delete…  ·  Admin →
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   On roadmap  ·  AdminLiza Gatsak (Admin, PandaDoc) responded

   Hi all!

   
   

   I’m happy to announce that one of our most-requested features, selectable approvers for document senders, is now available. This feature allows you to manually select an approver from a predefined selectable group before a document is sent for an approval.

   A document-sender can now select an approver based on the team they're part of. And our new feature allows for flexibility if you need to select a different approver while a document is still in the process of being completed.

   Selectable approvers also makes it easier to manage which document notifications go to specific members of an approval group. This helps reduce inbox clutter, since nobody wants to receive document notifications they don't need.

   Admins and/or Managers who set an approval workflow for others and manage templates for different approvers and teams will also find selectable approvers helpful.

   Read this Help Center article to learn more about setting up this solution for your organization.

   Hi all!

   
   

   I’m happy to announce that one of our most-requested features, selectable approvers for document senders, is now available. This feature allows you to manually select an approver from a predefined selectable group before a document is sent for an approval.

   A document-sender can now select an approver based on the team they're part of. And our new feature allows for flexibility if you need to select a different approver while a document is still in the process of being completed.

   Selectable approvers also makes it easier to manage which document notifications go to specific members of an approval group. This helps reduce inbox clutter, since nobody wants to receive document notifications they don't need.

   Admins and/or Managers who set an approval workflow for others and manage templates for different approvers and teams will also find selectable approvers helpful.

   Read this Help Center article to learn more about setting… more

   An error occurred while saving the comment
   Justin Miller commented  ·  January 25, 2023  ·  Edit…  ·  Delete…

   Upvote on this. We currently have new sales and renewal contracts which use the same template but have different managers based on current or new customer. We would have to manage two identical templates in order to get the approver flow we want.

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   Justin Miller supported this idea  ·  January 25, 2023