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Capture Feedback and Automate Follow-Ups With Decline Documents Feature

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Last updated: May 26, 2026

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On this page

  • What is Decline Documents Feature?
  • Key Benefits of Decline Documents
  • Recipient Flow
  • Decline as a Recipient
  • Select Reason
  • Business User Flow
  • Go to Documents & Contracts
  • Select Document
  • Specify a Reason
  • Automations (Workflows)
  • Email Templates
  • Tracking Declined Documents
  • View History
  • Check Document History
  • Frequently Asked Questions
  • Related Articles

In this folder

  • How-to add Taxes Overview
  • Using Apple Pay and Google Pay in order forms
  • Customize Email and SMS notifications for invoicing
  • How to manage Refunds within the CRM?
  • How to Manage Sales Receipts for Order Form, Calendar and Invoice payments
  • Selling products on order forms with available payment providers
  • How to Send Confirmations After a Purchase/Order
  • List of countries and bank acquirers available with NMI
  • Manage payment methods displayed with Stripe integration
  • How to Streamline Payments with Automated Invoice Reminders
  • How to Add Recurring Products to Your Products List in Documents and Contracts
  • How to Implement Direct Checkout in Email Campaigns
  • How to Use the Manual Payment Method in Your Ecommerce Store
  • How to Use BNPL in Order Forms and Payment Links
  • How to Enable Editable Quantities in Payment Links
  • Multiple recipient support on Proposals and Estimates
  • Tax Inclusive or Exclusive Pricing
  • VAT FAQs
  • How to add and manage your customer's cards on file
  • What happens in case of a payment failure for a Subscription?
  • Tap to Pay
  • Automatic Taxes on Mobile
  • Invoices - New revamped UI
  • Bank-Only Transfers for Invoice Payments (SEPA & ACH)
  • How to Edit Recurring Invoices
  • How to View Invoices and Download Receipts in the Mobile App
  • Setting up QuickBooks Integration
  • Editing of Payment Schedules and Partially Paid Invoices
  • PDF Generation for Invoices and Receipts
  • Import Invoices Using CSV

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