How to Use PandaDoc Workflow Approvals [Enable Team Collaboration]

Get approvals in real-time with PandaDoc Workflow Approvals.
No more chasing down key stakeholders or sending countless reminder emails.
PandaDoc’s document approval workflow software allows you to automate the entire approval process, saving you time, energy, and headache. Create lists of necessary approvals for different teams that are automatically notified when a document is completed.
⬇️ Say goodbye to manual approval processes here ⬇️
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*WORKFLOW APPROVAL STEPS*
Step 1: Enable it on the template level
Step 2: Add an approver (or group of approvers)
Step 3: Set an approval order (if needed)
Step 4: Review your setup
Step 5: Send your documents for approval
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⬇️ For more in-depth tips, check out our help center article ⬇️
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