Mark a document as Declined

You can move a document to the “Declined” status if a potential client didn’t sign the proposal and the deal is lost.

What will happen?

1. The document author will receive a notification of document status change if someone else on the team (Admin or Manager) moves the document into the Declined status;
2. Document recipients won’t get any email notifications about document status change;
3. Auto reminders will not be sent for this document anymore.
4. Recipients will no longer be able to access the document when they click on the document link;
5. Document will be moved to the Declined status and will show up under the Declined tab on the Dashboard;
6. You can move a Declined document into Completed or Paid. Follow the instructions below.

Mark document as Declined

1. In your Documents tab on the left menu bar, find your document. Use the context menu on the right and click  “Change Status” 
2. You will see the “From” and “To” options. Choose “Declined” under “To”;
3. Save by clicking “Change Status.”

Though the recipient won’t get any notifications about a document status change, they might still open an old PandaDoc notification email and open the document, here’s what they will see: