Customization for Decline Reasons
Would like to customize the Decline Reason options. Some are not applicable and they'd like to add specifics.
AdminSarah Rotunda
(Admin, PandaDoc)
shared this idea
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Katie Wylde
commented
The current selections are not relevant to our business at all - even just an "other" option would suffice, but the closest thing right now is "not interested" - which isn't relevant either. One of the main issues with this is that it is not clear that the checkboxes are not mandatory - the Decliner doesn't actually need to select an option here, but it is not clear.
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NOREPLY Document
commented
This is insult to injury because the spelling on one of the current decline reasons is the wrong tense.
The requirements for declining a documents differ per industry, it would be really great to change this per workspace and via the API.
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Marissa McGuirk
commented
It would be helpful for us to have customization for the "Reasons for Declining" a document. We are mostly using PandaDoc internally for approvals and the standard reasons do not apply for us, making it confusing for our approvers on which selection to make.