Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost
Ability to create new status tiles for document management.
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
The document status reflects as viewed even if one of the recipients signs the document. Could there be another status that reflects if one of the parties has signed the document?
Brian Gacila commented
Superseded - document status
Charmyn Marchan commented
Change the status from 'Viewed' to 'Signed' as soon as the signature field has been filled out.
We would to be able to simultaneously see who has signed the documents and which documents aren't signed by us yet
Savannah Faulkner commented
Ability to change document status to "Closed Lost"
Option to have a document status Canceled and change the Completed document to Canceled in case of need
Maxime Ferret commented
How couldn't it be live?
I just need an additional status "signed" or "partially signed" to have an intermediate status between viewed and completed for multiple signature docs.
Impossible for me to know if the 1st person has signed the doc.
It's not that heavy to provide
Grygorii Polinovskyi commented
I also voted for this feature. That would be great to have the document status change, let's say, at least, one one sign is complete. Some documents would have as well three signs.
Brian Goldman commented
"Lost." There should be an option under the "Actions" menu to "Mark document as lost."
Alma Bailo commented
Delay custom status
JUAPI Energy commented
This is extremely important!
Sean Royer commented
I'd like to be able to see documents that the client or recipient has signed that are waiting to be signed by me.
Ideally, a graphical representation on the dashboard to the left of "Completed"
Moira Lavender commented
use the "Pending Payment" status without using a payment gateway in a document.
Option to add new statuses or change the name of existing statuses.
Alexander Sakhibov commented
Ability to delete/adjust document statuses within PandaDoc.
AdminRaena Aniban (Admin, PandaDoc) commented
Request from a customer, to have an option to add a document status aside from default.
Add a status "Waiting on you" or "Waiting for others" between "Viewed" and "Completed" in case the document has several signers to sign the document, so you will see who still needs to sign the document
AdminLori Nolen (Admin, PandaDoc) commented
I want more options for statuses besides just draft, sent, viewed and completed--I would like to be able to edit those choices for things like APPROVE/APPROVED/FINALIZED
Gene Castillo commented
Ability to customize document status for CRM or other usage
AdminMadelyn Gunay (Admin, PandaDoc) commented
Ability to filter documents that are partially completed but not yet finalized by recipients