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  1. 5 votes

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    Danielle Olivier supported this idea  · 
  2. 29 votes

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    An error occurred while saving the comment
    Danielle Olivier commented  · 

    This would be amazing to have. We have two executive approvers for pricing documents. One whom approves deals >100K or margins <60% and another approver who approves pricing for deals <100k and margins > 60%. Currently, they're both getting notified since they're both in the approval workflow, and the "set approval order" is turned off, this leaves room for proposals sitting for extended amounts of time because the other approver didn't open to the link to see if they needed to approve that proposal or if it belongs to the other approver with conditional logic, this would allow for the appropriate approver to be notified rather than our executives having to click into each link for approval when it doesn't pertain to them.

    Danielle Olivier supported this idea  · 
  3. 23 votes

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    Danielle Olivier supported this idea  · 
  4. 63 votes

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    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.

    Danielle Olivier supported this idea  · 
  5. 65 votes

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    Danielle Olivier supported this idea  · 
  6. 100 votes

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    On roadmap  ·  Liza Gatsak responded


    [WORKAROUND]

    Hi all! 

    I’m happy to announce that you can now edit an approval workflow at the document level, whenever a document is in draft status. This change could help you in case an original approver is unavailable to perform the action (maybe they’re on vacation) and you need to change the approver without disrupting the approval process. Here are a few benefits of this new feature: An account admin/manager no longer has to change an approval workflow at the template level A document creator doesn’t need to create a new version of a document once its approval workflow has been changed Making a change to an approval workflow is quick and easy, saving a ton of time and effort for everyone involved Read this Help Center article to learn more about how it works: https://support.pandadoc.com/hc/en-us/articles/360016122334#h_01F2H326V6QVFDF0D8S2VPCE9Z 

    I would be happy to answer your questions and get a feedback from you. You can…

  7. 8 votes

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  8. 21 votes

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  9. 155 votes

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  10. 594 votes

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    Danielle Olivier supported this idea  ·