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Users can now Decline Documents: Documents & Contracts

August 27, 2025/in What's New?
  • Recipients can now decline a document, select reasons, or add notes.
  • Declined is now a status in Documents & Contracts workflows.
  • Email Builder supports new custom values: Decline Reasons & Reason Body.
  • Declined documents move to Archived and can no longer be signed.
  • Full decline history (who, when, why) is visible in the dashboard.

Automations:

In Workflows, add a trigger → Documents & Contracts → Status → Declined to set up follow-ups, notifications, or tasks.

Screenshot 2025-08-27 at 10

Email Templates:

Insert custom values Document Decline Reasons (provides comma-separated reasons) and Document Decline Reasons Body (offers detailed feedback entered by the user in a free text box) to send personalised decline response emails.

Screenshot 2025-08-27 at 10

Recipient Flow:

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Clients can click the top-right menu in the document → Decline Document, choose reasons or add notes → Submit.

Screenshot 2025-08-27 at 10
Screenshot 2025-08-27 at 10
Screenshot 2025-08-27 at 10

Tracking:

Go to Documents & Contracts → Archived to see all declined documents. Open View History for detailed feedback (reason, timestamp, recipient).

Screenshot 2025-08-27 at 10
Screenshot 2025-08-27 at 10
Screenshot 2025-08-27 at 10
  • This feature enables you to collect clear client feedback, enhance follow-ups, and power automations when deals do not go through.
https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png 0 0 Clixio.io https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png Clixio.io2025-08-27 16:01:002025-08-27 16:01:00Users can now Decline Documents: Documents & Contracts

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