Status for partially completed (first signature)
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.
13
votes
Gabriel Lawrence
shared this idea
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AdminMadelyn Gunay
(Admin, PandaDoc)
commented
Ability to filter documents that are partially completed but not yet finalized by recipients