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.
Shannon Morgan
shared this idea
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!
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Savannah Faulkner commented
Ability to change document status to "Closed Lost"
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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.
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Brian Goldman
commented
"Lost." There should be an option under the "Actions" menu to "Mark document as lost."
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Alma‌‌ Bailo‌ commented
Delay custom status
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JUAPI Energy
commented
This is extremely important!
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Moira Lavender commented
use the "Pending Payment" status without using a payment gateway in a document.
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Daria Serebriakova commented
Option to add new statuses or change the name of existing statuses.
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Alexander Sakhibov commented
Ability to delete/adjust document statuses within PandaDoc.
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AdminRaena Aniban
(Admin, PandaDoc)
commented
Request from a customer, to have an option to add a document status aside from default.
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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
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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
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Gene Castillo
commented
Ability to customize document status for CRM or other usage
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AdminMadelyn Gunay (Admin, PandaDoc) commented
Ability to filter documents that are partially completed but not yet finalized by recipients
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AdminNani Ancheta (Admin, PandaDoc) commented
ability to collect partial payment and collect the remaining on the same document
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Gabriel Lawrence
commented
More important than view would be a status for a document that has been signed by at least one person, but not complete. This would allow the sales team to know their customer has signed the document, but it's now waiting on internal management to sign-off. Right now our salesforce opportunity has to wait for management to sign before I can update the status of the opp, but this sometimes gets lost in their inbox.
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Ability to change a document status to "partially-paid" in cases where a recipeint has only paid for a portion of payment.