Settings and activity

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

   357 votes

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   26 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

   Alex VanDorpe supported this idea  ·  Sep 30, 2024

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

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   2 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   Alex VanDorpe commented  ·  Sep 23, 2024  ·  Delete…

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

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   Alex VanDorpe commented  ·  Sep 23, 2024  ·  Delete…

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

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   Alex VanDorpe supported this idea  ·  Sep 23, 2024