Settings and activity
27 results found
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102 votes
[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…
AdminPeter Miller (Admin, PandaDoc) supported this idea · -
22 votes
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136 votes
Hi there!
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team at support@pandadoc.com.
AdminPeter Miller (Admin, PandaDoc) supported this idea · -
16 votesAdminPeter Miller (Admin, PandaDoc) supported this idea ·
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35 votesAdminPeter Miller (Admin, PandaDoc) supported this idea ·
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31 votes
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423 votes
Hi,
Good news: we have already started working on that feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team at support@pandadoc.com.
AdminPeter Miller (Admin, PandaDoc) supported this idea ·
We need the option for AND in conditional approvals not just OR.
Ie. The doc value is greater than $20K AND less than $100K