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.

145 votes

Shannon Morgan shared this idea · Apr 21, 2020 · Admin →

Not Planned ·

AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded · Jun 10, 2024

The status of this suggestion is currently unchanged. Please check back for updates.

Show previous admin responses (2)

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AdminMadelyn Gunay (Admin, PandaDoc) commented · August 2, 2021 2:43 PM

Ability to filter documents that are partially completed but not yet finalized by recipients

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Nani Ancheta commented · April 15, 2021 8:17 PM

ability to collect partial payment and collect the remaining on the same document

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Jillian Chamberlain commented · March 23, 2021 3:42 PM

A document status that shows when some recipients have signed but not all, instead of them being grouped in with viewed

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Gabriel Lawrence commented · February 23, 2021 9:54 AM

I think this is really needed. If I understand this request it is the same as this one I made.

https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/42543226-status-for-partially-completed-first-signature

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Gabriel Lawrence commented · January 26, 2021 9:38 AM

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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AdminMasha Kisel (Admin, PandaDoc) commented · May 26, 2020 12:44 PM

Is there a way to see proposals that have been signed by the signee, but are waiting on me to finalize?

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AdminEugene Lazovsky (Admin, PandaDoc) commented · February 26, 2020 1:04 PM

The sender should know when a document was signed, not only completed.

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AdminTate Davis (Admin, PandaDoc) commented · February 14, 2020 4:27 PM

Status/list between sent & viewed. We have actions for "email opened" but can only see this on the doucment level. Knowing an email was opened and they choose not to open the doc could help sales reengage the prospect

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AdminShannon Morgan (Admin, PandaDoc) commented · February 12, 2020 12:49 PM

Ability to change a document status to "partially-paid" in cases where a recipeint has only paid for a portion of payment.

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Ryan Juszyk commented · February 6, 2020 12:07 PM

Differentiate Expired Documents that have been viewed or not viewed.

Do not change the document status to Viewed if a cc has opened it, only if the signer has opened

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