New Document Decline Features

Now, you can give recipients the option to decline a document, specify reasons, and add personal notes. This new "Declined" status will appear in your Documents & Contracts workflows. We've enhanced our email builder to include Decline Reasons and Detailed Feedback fields for customized messaging. Declined documents are moved to the Archived section and are no longer signed. Access complete decline history, showing who declined, when, and why, right from your dashboard.

What's New:

- Options for recipients to decline documents with reasons and notes.

- "Declined" status added to Documents & Contracts workflows.

- Email builder now supports Decline Reasons & Detailed Feedback.

- Declined documents automatically move to Archived.

- Full decline history displayed in the dashboard.

Why It Matters:

This update helps you understand why deals don't go through, aiding in better client follow-ups and refining your processes with clear feedback.

How It Works:

- Automations: Set triggers in Workflows for declined docs to initiate follow-ups and notifications.

- Email Templates: Customize emails using Document Decline Reasons and Detailed Feedback.

- Recipient Flow: Recipients can decline documents via the top-right menu, choosing reasons or adding notes.

- Tracking: View all declined documents in the Archived section and access detailed feedback.

For more details, please reach out to our team via a support ticket.