Approval workflow software

Many documents require approvals from multiple people before they’re considered ready to send. Approval workflows let you set up an automated internal approval process that connects all necessary users with a document before it’s sent to the intended recipient. You can send business documents to internal team members both before and after the document is finalized by enabling signing orders and adding necessary coworkers as final recipients.

Start by going into the PandaDoc template you’re using to create your document. You’ll see an ellipsis at the top of your template. Click that symbol, then click “Setup Workflow” and toggle “Approved” to the ‘on’ position.

A popup window with a list of the people in your organization will appear. Select anyone who needs to approve the final document or add a specific approval group to send to  an entire team at once. 

If you turn on document approvals and assign someone to approve them, then the approval process begins as soon as the document creation process is done. After the document is created and the approval workflow is enabled, the approver will automatically receive a notification email with a link to the document.‌

PandaDoc’s document workflow approval software allows the approver to immediately view the document and determine whether to approve or reject it. They can also provide additional feedback, edits, or comments directly within the document so the creator can easily make adjustments. If the document is approved, the approver can also forward it to other approvers or to the final recipient. ‌

What happens after a document is approved is entirely up to you. You can choose whether document approval automatically sends the document to the final recipient or if the person who created the document should be notified first. This gives you complete flexibility and control over what happens with your document after it has been created, approved, or sent. Unlike with other open source approval workflow software options, you can make sure your workflow is entirely secure from end to end.

Yes, you can select specific, custom approval designations in every document and template you create. With PandaDoc’s approval routing software, you can avoid complicated approval processes or accidentally sending documents to the wrong recipient.

To customize approval workflows, repeat the process to set up an approval order. You can designate as many approvers as needed. ‌

PandaDoc’s cloud-based workflow software makes it easier than ever to get documents approved. If your designated approver is out of the office when an important document needs to be reviewed and approved, it’s no problem at all. They can review and approve documents in real-time from any device, anywhere in the world as long as they have an internet connection.