Managing contracts and important documents can sometimes be tricky, especially when recipients don’t agree or have concerns. Knowing when a document is declined, why it was declined, and having a smooth way to handle those situations can help you stay on top of your business processes and build stronger client relationships.
📌 Why This Matters
When someone declines a contract or document, understanding the reasons behind it helps you address concerns quickly, follow up appropriately, and avoid misunderstandings. Having a system that tracks decline reasons and notes means you save time, avoid guesswork, and can improve your offer or approach based on real feedback.
✨ What’s New
- Recipient Decline Options: Recipients can now decline a document, choose from predefined reasons, or add their own notes explaining why.
- Decline Status Tracking: Documents that are declined now have a specific status so you can easily spot them in your workflows.
- Email Customization: You can include decline reasons and detailed feedback in your email responses for more personalized communication.
- Archiving Declined Documents: Declined documents are automatically moved to an archive, making your active list clearer and preventing further signatures on declined items.
- Complete History Available: Every declined document keeps a full record of who declined it, when, and why, visible in your dashboard.
🛠️ How to Use It
- Set Up Automated Follow-Ups: Use your workflow tool to trigger actions when a document is declined—like sending reminders, notifications, or setting tasks to follow up personally.
- Personalize Your Emails: Insert tags in your email templates that pull in the decline reasons and notes so your messages respond directly to client concerns.
- Guide Your Clients: When your clients view a document, they can use the menu to select “Decline Document,” pick a reason, and add any notes before submitting.
- Monitor Declined Documents: Visit your Archived documents section to review all declined items, open their history, and understand the feedback and timing to inform your next steps.
💡 Pro Tip
Collecting and reviewing clear decline reasons not only helps improve your offers but also creates opportunities to reconnect and turn hesitant prospects into loyal customers.
