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Ideas to Improve PandaDoc: Documents & Data Management

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Change status inside the document

Having that functionality inside the document would be great where you could move it from sent to view to complete to decline.

5 votes

Janika Merquita shared this idea · Aug 9, 2023 · Admin →

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Lori Nolen commented · September 11, 2023 4:08 PM

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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