How Do I Create an Approval Workflow in PandaDoc
Document approval can seem like a complex process. But once you understand the various stages of a streamlined document workflow, along with the opportunities for automation, approval becomes a fast and straightforward task. This article shows you how to set up a document approval workflow in an app like PandaDoc. You’ll learn about the different steps involved, including creating your document, setting approvers, and following up with clients. You’ll also find tips for speeding up the approval process by reducing friction for both internal approvers and recipients. What Is a Document Approval Workflow? A document approval workflow is a sequential system, often relying on automation, used to create, approve and send business documents. Document types include contracts, invoices, proposals, and so on. Well-designed approval workflows are important because document management is typically a resource-intensive task for companies. It consumes many hours of employee time per week. This...