Add 'Quote Rejected' Option in Documents & Contracts
in progress
J
JP Rouxadm
Currently there is no way to mark a quote under 'Documents & Contracts' as rejected. Not all quotes sent to the customer will be approved and signed off on. Many quotes can be rejected. The 'rejected' status should also be available under the 'Documents & Contracts' workflow trigger.
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S
Sales & Marketing
Merged in a post:
Proposals & Estimates - Rejection with Comments
J
Jacob Radcliffe
Pandadocs allows your clients to offer up changes as notes when they reject it. Ideally the notes are like ms word and others at the specific line they want a change. We need a proper versioning and reject process.
S
Sales & Marketing
in progress
J
Jeff Brodie
This is the same and should be considered to be added to this task:
Proposals & Estimates - Rejection with Comments
S
Sales & Marketing
Merged in a post:
Accommodate Client Commenting & Returning (before signing)
G
George Bronson
We need more granularity on document states and functionality around that. Mainly say to accommodate a client commenting for changes and returning, and back and forth before finally signing. These states should have associated triggers in workflows and more accurate email confirmations reflecting those states. Presently if I have a feedback text field and a date with no initial or signature required, a confirmation still goes to the client saying they signed and the deal is done. It is very misleading and freaks customers out.
S
Sales & Marketing
planned
Estimates/Quotes with the ability to approve or reject is coming soon to invoices