Approval workflow
You can set up an automated internal workflow to send documents to designated approvers before sending them to your recipients.
Availability: Business and Enterprise plans
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Video overview:
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How to use approval workflow
Note:
Account owner, Admins, or Managers within a workspace can manage workflow and act as document approvers (if selected as approver.) Users with a Member or Collaborator role will be unable to approve documents.The approval workflow feature is enabled and managed on the template level.
Open a template, go to Manage roles tab and click on the "Approval required" toggle.
Alternatively, select Workflow tab on the right panel and click on the Approved toggle to set up approvals.
- To add an approver, start typing their name or email address in the pop-up
- To add a group of approvers, click +Add approver group, give it a name, and add your approvers
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Click Save once finished
Note:
A member of an Approver group approves the document on behalf of the group.You can set up Approval order and add the same approver multiple times if you need them to check the document on several stages.
Note:
You cannot reuse the same Approver Group on other templates, you’ll have to re-create it.To review your workflow setup, go to your template/document, then go to Manage roles tab and click View approval workflow.
Allow users to select document approvers
You can create an approval group containing as many approvers as you need, then allow the document sender to select one approver from the list. To do this, select Create approver group, select approvers from the dropdown, then select Give document sender authority to select approver – this option provides flexibility within a single template, and ensures that only the appropriate person receives the request and approves the document.
Note:
If this setting is disabled, all approvers within the group will receive an email notification to approve the document. Only one approval is necessary for the document to be approved.
Once the document is ready to be sent for approval, the sender will need to select one approver from the list. This approver will then receive an email notification to approve the document.
Edit/delete workflow and approvers
Note:
Users with a Member role can't edit approval workflows.To edit approval workflow go to your template or draft document, then go to Manage roles tab and click Set up approval workflow.
Click the bin icon to delete an individual approver or an entire group.
Use the toggle to switch off approval workflow on your template/document.
Note:
Users with an Admin, Manager, or custom role with permission "Can create & edit approval workflows" can edit approvals in draft documents.What happens if an approver is deleted from a workspace?
The Approver should be removed from the Workflow prior to being removed from the workspace. If not, a user with an Admin or Manager role on the account should edit approval workflow before the document is sent for approval, otherwise, the Approver will remain in the Approval Workflow and documents will remain stuck in the approval process. Contact us if your document is stuck.
Sending documents for approval
Once a document is created, the document creator will send it for approval before it is sent to the recipient:
The document status will change to “To Approve” and the Approver will receive the notification email. They can open the document from the email notification or from their Inbox in Pandadoc and they'll see two options: Approve or Reject. Approvers can also provide an accompanying comment for the document creator.
Once the Approver rejects or approves the document, the document creator will receive an email notification along with the comment (if applicable).
The document status will be Approved or Rejected. If Approved, the document can be sent.
Note:
Either Approver or the document author can send the document once it’s approved.If rejected, the document must be edited and resent for Approval.
Latest activity in Document Info demonstrates approval events.
Conditional approvals
Availability: Enterprise plan
Our conditional approvals feature allows you to automate your document approval workflow. Approvers will receive a document only if conditions that have been set in the template are met. If a condition is not met, the document will automatically move to approved status.
You can set a condition for:
- Document value
- Line item discount
- Total discount
- Line item discount total
How to set up Conditional approvals
To set up conditions for your approval workflow, start by opening your template, then follow these steps:
- Choose the vertical ellipses menu at the top of the page, then choose Workflow in the dropdown
- On the Approved tile, turn on the toggle to access approval settings
- Add individual approvers or an approver group
- Click the +Add condition button, then add one or more conditions
- Click Save
Tip:
You can set up different conditions for individual approvers separately, or you can leave certain approvers without conditions if they need to approve every document.Tip:
Set an approval order if you’d like the document to go to only one approver at a time.Note:
Since the conditional approval currency is controlled by the document value currency, if you change the document value currency, the conditional approval currency will sync with it.Click here to learn about conditional approvals with a quote builder block.
Tracking approvals
Audit trail and the Latest activity tile each track a document’s approval status, such as when approval is automatically bypassed or a document has been approved.