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1. Change Document Status Within the Document

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   15 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.

   Derek McIntosh supported this idea  ·  Apr 26, 2024
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   Derek McIntosh commented  ·  Apr 26, 2024  ·  Edit…  ·  Delete…

   It would be a time-saver if we could decline a document from the sender/build view of the document itself.

   Currently, when a client indicates via email or phone they don't want to move forward, we're required to navigate away from the current document we have open, to the Documents view, to search for the document, and then mark it declined.

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