The ability to change the statuses of the document to any possible status manually.
Brian Gacila commented
change document status from completed to sent
Olga Pyrko commented
Void the document in any status even in completed. It shall be possible to verify the legality of the document. (if it was voided or not)
Bryson N/A commented
Very happy with panda doc for the most part but Our company, and many others are primarily paid via checks in mail (especially construction industry) and other service based.
Not being able to move the document into the paid folder once I receive the check defeats the entire organizational purpose of having a deal stage dashboard since it will NEVER be organized until this feature is added, very frustrating.
Yuliya Tsiushkevich commented
ability to manually change the status of a doc from draft to sent, viewed etc
AdminNani Ancheta (Admin, PandaDoc) commented
change document status from approved to completed
Matthew Carter commented
New Status - Cancelled
Use case: in the event that a document needs to be cancelled from the user end (you/sending company pulls out for any reason.) The additional status will allow for better record keeping and document/template improvements based on being able to differentiate between declined and cancelled
Currently the only options for scenario are deleting the document and force decline.
Stephanie Lind commented
Totally agreed. I'm hesitant to move my contracts away from DocuSign for this reason. In an example from just this morning, a client struggled to execute our MNDA in PandaDoc (it was forwarded to an executive who couldn't figure it out or just likes to sign the old fashioned way). I have no way to note that it is void and why (executed manually).
Auspicious Arts Projects commented
There are times when Declined or Expired are not the correct status when voiding a contract. There should be an option to accurately change the status to Cancelled, and all recipients should be notified when this happens.
Natallia Skarabahatava commented
Option to change document status from Sent to Paid (for documents that do no contain a payment block)