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Search results for:Approval workflow

Approval workflow (classic experience)
Learn how to set up automated approval workflows in PandaDoc… How to use approval workflow… Members cannot manage approval workflow or act as approvers
Approval workflow (new experience)
To edit approval workflow go to your template workflow builder and modify the approval workflow in the… The approval workflow feature is enabled and managed in the template workflow builder… To review your workflow setup, go to your template workflow builder and then select Submit for approval
Conditional approvals with quote builder (classic experience)
Automate approvals in PandaDoc with conditional approvals based on quote builder values… Our conditional approvals feature allows you to automate your document approval workflow… To set up conditions for your approval workflow, start by opening your template, then follow these steps
Conditional approvals with quotes (new experience)
Automate approvals in PandaDoc with conditional approvals based on quote values in the new template experience… Approval workflows enabled The new template workflow experience (Build your workflow), or approvals… If a condition is set to evaluate an item within a product bundle, it will not trigger the approval workflow
Account roles
Workflow Can send own documents for approval ✔… Can enable and manage approval workflow Can approve documents… messages Can delete others' messages Approval
Working with Extensions
Business Enterprise Approval Workflow Auto Reminders ✓
Document bundling
Note: Any approval workflow or signing order that you’ve set up in your templates will be disabled once… When bundling documents, you’ll need to set up a new approval workflow or signing order for the template… Now, you can either follow the document creation workflow and proceed to assigning a recipient, reviewing
Release notes
field integration, advanced string operations, approval delegation, and conditional approval triggers… October 11, 2024 This release introduces major enhancements to approval rules, including quote data… September 27, 2024 This update brings granular workflow permissions, improved CRM integration, and
How-to guides
How to Manage Workflow Permissions in PandaDoc Managing workflow permissions ensures that the right… Setting Up Approvals… Using Conditional Approvals Conditional approvals in PandaDoc CPQ allow you to define dynamic approval
Sharing templates and Content Library items
If you’re using an approval/workflow process for your Templates, your shared Templates will keep these… approval settings, and any documents created from these Templates will inherit these settings