Decline a document - Customer Perspective

When a recipient wishes to decline a document, they can do so to help save time when working on a deal.

Once declined, the document will be moved to the 'Declined' status and will no longer be accessible to the recipient.

To decline a document:

1. The recipient should open the document and select Other actions > Decline.
2. They will then need to provide a reason for declining and can also leave a comment if necessary.

Once the document is declined, it will be moved to the 'Declined' status and will become inaccessible to the recipient. If there are multiple signers for a document and one of them declines it, the document will become inaccessible to all signers. Additionally, all recipients will cease to receive notifications for this document. The document sender will also receive a notification email regarding the decline event.

Share this Recipient Guide with your clients so they know what to expect when they receive a PandaDoc!