PandaDoc

PandaDoc is a document automation platform that helps businesses create, send, and manage proposals, contracts, and quotes digitally. It offers templates, e-signatures, payment collection, and workflow automation to close deals faster.

Website

pandadoc.com

Industry

Collaboration

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How to change a document’s status to declined in PandaDoc

Here is how to change a document’s status to declined in pandadoc

First click on "Documents" in the left sidebar
Then click on the three-dot menu button next to the document you want to change the status
Next click on "Change status" option in the dropdown menu
Then click on "Continue with change" button in the confirmation dialog
Next click on the "TO" status dropdown to view available status options
Then select "Declined" from the status dropdown menu
Finally click on "Change status" button to confirm the status change

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Why should you change a document’s status to declined in PandaDoc

PandaDoc is a powerful document automation software designed to streamline your paperwork processes.

Changing a document’s status to declined in PandaDoc is simple and offers clarity in managing your contracts or proposals.

When a recipient is unable to proceed, marking the document as declined ensures everyone involved is on the same page, reducing confusion and allowing for swift adjustments.

This efficient feature helps maintain an organized workflow, empowering teams to focus on active deals and drive productivity.

Last update

February 2, 2026

Tutorials