automatically change document status to Completed
automatically change document status to Completed
Jomarie Papas
shared this idea
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underwriting
commented
Some of our templates do not require any fields; they're just quotes that automatically go out for new clients. We learned very quickly that there's no way around the system being stuck in the "Viewed' status, preventing a PDF copy being sent. Being able to let our clients receive a PDF is critically important to us. We actually have to pay for a separate subscription with a different company just to have this feature, which is frustrating when it would be such a simple fix from PandaDoc.
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Savannah Faulkner commented
Currently, when you send a document with no fields, the status stays as Viewed. However, we would like this to automatically change to Completed so that the recipients will still receive a PDF.
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Anonymous commented
When a document is sent have it show "Completed" instead of "waiting for others" when there is nothing assigned to recipients