Change Document Status Within the Document
Ben Paulo Adalla
shared this idea
The status of this suggestion is currently unchanged. Please check back for updates.
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Derek McIntosh commented
It would be a time-saver if we could decline a document from the sender/build view of the document itself.
Currently, when a client indicates via email or phone they don't want to move forward, we're required to navigate away from the current document we have open, to the Documents view, to search for the document, and then mark it declined.
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AdminLori Nolen (Admin, PandaDoc) commented
Would like ability to change the status of the document to COMPLETED within the Document instead of having the only option to do that from the Home page.
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AdminJanika Merquita (Admin, PandaDoc) commented
Having that functionality inside the document would be great where you could move it from sent to view to complete to decline.
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Jonathon Gillis commented
Ability to update status from within the document view.
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ability to change a doc status on a document leve
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Michelle Stephenson commented
It is next to impossible to manage the change document status in the document view with the current search function. If you have to search for the document, it makes you open it and you cannot make the changes.
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Full House Casino Events Dustin Dyer
commented
We should be able to change the status of a document both while in the document itself, as well as, while viewing in the dashboard. This was an option in Classic editor, but not in 2.0. It makes no sense. Why do I have to perform 4 different tasks to change status while I'm in the the document. For example, I have to select the documents tab, search for the document, click the 3 buttons and then chose change status. Complete waste of time, when I'm already in the document! Please change this, please.
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Arvi Martinez
commented
ability to change the status within the document.
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The ability to change the document status from the 'Actions' tab for a sent document.
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It would be nice to have the ability to change the document status inside editor 2.0 as we had in the classic one
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AdminVlad Nehrii (Admin, PandaDoc) commented
Ability to change document status from within the Editor.
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Thomas Hayes
commented
A menu where you can change the status in the document, instead of going to the document view.
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I want an option to change document status inside the very document and not having to go to the documents list. This was possible in Editor 1.0 and no longer with Editor 2.0
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AdminAlexander Litvin (Admin, PandaDoc) commented
In Editor 2.0 allow to update document status within the document itself
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Charmyn Marchan commented
Add change status option in Document Status Tile view
