decline a document for a customer
From the documents list or even the viewed the ability to decline the document for the client. Sometimes they phone or email us directly back, not declining in Pandadoc. So they are getting reminders and our statistics are wrong.
Why is it only the client can decline?
Chris Dorian shared this idea
Not planned · AdminLindsey Schocke (Admin, PandaDoc) responded
Hi Chris! Apologies for the confusion, for the Sender this function is under the status change menu. Will this work well for you?