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    Official Guide

    Capture Feedback and Automate Follow-Ups With Decline Documents Feature

    Learn how to enable the decline feature for documents and contracts, allowing clients to provide feedback when rejecting a proposal, and how to automate follow-ups based on their response.

    1. Enable the Decline Feature

    • 1. Navigate to Payments → Documents & Contracts.
    • 2. Click the Settings gear icon in the top right.
    • 3. Toggle on 'Enable Decline Feature'.
    • 4. Customize the feedback form prompt if desired.
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    2. The Client Experience

    • 1. When a client reviews the document, they will see a 'Decline' option next to 'Accept'.
    • 2. Clicking Decline prompts them to provide a reason or feedback.
    • 3. Once submitted, the document status changes to 'Declined'.
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    3. Automating Follow-ups

    • 1. Go to Automation → Workflows.
    • 2. Create a new workflow and select the trigger 'Document Declined'.
    • 3. Add actions such as 'Send Internal Notification' to alert the sales rep, or 'Send Email' to automatically ask the client how you can improve the proposal.
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    Search Tags

    • Tags: decline documents, feedback, contracts, proposals, workflows, automation

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