Hi IC Community!
IDEA: ability to remove main draft documents from a workflow!
If we generate multiple documents in a workflow, we should be able to remove any documents we want before proceeding to the sign stage, even if the document is a main draft document (i.e. not just any additional documents added to the workflow during the review stage).
During the quote and order process, our account execs have the option to select whether or not their prospective customer wants to sign a SaaS subscription agreement (SSA) or simply have the order form subject to our online terms. Should they select the SSA in the launch form, and then before signature the prospect decides not to sign an agreement [i.e. have the order form subject to our online terms], OR the prospect decides to execute an SSA on their paper instead, we should be able to remove the unnecessary document [in this case - the SSA main draft document] from the workflow.
On top of this, our AEs have the option to add other additional documents to the Order Form at the start of the workflow (SLA & DPA). These too could perhaps be decided to be left out at the end of negotiations and we should be able to remove those [main draft docs] from the workflow as well.
In general, sales orders and negotiations are dynamic, there can be many changes up until the very moment before signatures, and we should have the ability to manipulate and update our workflows accordingly to accommodate such changes.
Please make this feature available soon 🙏
