Many documents require approvals from multiple people before they’re considered ready to send. Approval workflows let you set up an automated internal 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 reviewers, 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 reviewer will automatically receive a notification email with a link to the document.‌

PandaDoc’s document workflow approval software allows the reviewer 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 reviewer 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 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 processes or accidentally sending documents to the wrong recipient.

To customize workflows, repeat the process to set up a designated order with 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, t can review and approve documents in real-time from any device, anywhere in the world as long as they have an internet connection.

A document approval cycle defines the step-by-step process for a single document, from creation to completion. These steps can vary by organization and you can determine the best process for your team. A document approval cycle usually includes the following steps:

• Document creation
• Document review
• Accepted or rejected
• If the document is rejected, the creators make the necessary revisions
• If approved, the document moves to the next step–if no other reviews are required, the document is sent to the client or customer