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  1. Extend the expiration time of a document once it has become expired (with an ability to resend it) / unexpire

    323 votes

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    22 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Alex VanDorpe supported this idea  · 

  2. Add the status: "Expired" and "Viewed" to the automation: Move the document to a PandaDoc folder when PandaDoc document status changed

    2 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Alex VanDorpe commented  · 

    We can do this automation with Completed and Sent, but not with Expired.

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    Alex VanDorpe commented  · 

    Move Expired documents to a separate folder so our Sales Team can easily followup with these potential "Lost Leads."

    Alex VanDorpe supported this idea  ·