See how easy it is to set up approval workflows
Set up a process so everyone reviews your document before it’s sent out.
automated document approval workflows
Ensure accuracy and cut document creation time by 50%
Stop chasing down key stakeholders and sending countless reminder emails. Automate the approval process and define a clear path for every document you create.
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Over 50,000 customers use PandaDoc approval workflows to wow their buyers
What is a document approval workflow?
A document approval workflow is a process created by your team to review and approve documents like contracts, proposals, and more. Automating approval workflows guarantees the document is reviewed by the right people and meets all requirements.
Automate the process by assigning approvers at the template level and setting approval orders to designate who receives the document at each point in the process.
Create a seamless document approval process
Make sure the right people review your document at the right time
Set up an approval order in your template to ensure the right people are looped in automatically. To have the same person review a document at different stages, you can add them as an approver multiple times.
Customize approval processes
Set up an automated internal workflow with designated approvers before sending to recipients. Designated approvers receive a document only when certain conditions are met, such as a specific document value or when adding a discount.
Notifications & audit trails
Reviewers receive an email notification when a document is ready to approve. Audit trails and latest activity tiles track a document’s approval status, so you always know where you are in the process.
Improve communication and collaboration
Approvers can leave comments directly in the document. If a document is rejected, the sender must make edits and resend for review. Documents never go to clients before they’re ready and bottlenecks are identified and easily eliminated.
Keep documents moving
Set up an approval order
Need someone’s sign off before you can move to the next step? Approval orders let you send the document to one person at a time, in the appropriate order. With conditional approvals, designated approvers receive a document only if conditions are met such as document value, line item discount, or total discount.
Send your document for review
Once your document is ready, click send to get approval. The document status will change and team members will receive an email notification to approve or reject the document.
Lock sensitive content & track changes easily
Once the approver rejects or approves the document, the sender will receive an email notification along with any comments. With content locking and user permissions in PandaDoc, you can safeguard important documents to ensure only the right people can access and edit them.
See how document approval workflows help your team streamline business operations
"PandaDoc is making this so much more efficient than it once was. The Hiring Packages are a breeze to send to candidates… this would’ve been a time-consuming administrative burden if it weren’t for PandaDoc."
Director of Business Systems & Processes
Create error-free client-ready documents
Proposals and quotes
Get proposals out the door faster. Conditional approvals ensure the right people sign off on product discounts and pricing so you never have to second guess a quote.
Financial documents
Ensure expense reports, payroll forms, and purchase orders are approved by the right people. Enhance accuracy and streamline business processes.
Contracts
Contracts have specific legal regulations and requirements. Enhance compliance and security through approval groups, audit trails, user permissions, and content locking.
Create custom approval workflows
for your teams
Streamline your document workflow
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