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.
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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.