What’s New?

Inside Gold Star Pro, your clients can now decline a document and give you feedback on why. Instead of being left in the dark, you’ll see reasons and notes attached to any declined contracts.

Here’s what you can do:

• Clients can decline a document and choose a reason or add notes.

• Declined status now shows up in Documents & Contracts.

• You can send automated emails based on the decline reason.

• A full history log shows who declined, when, and why.

How to Use It

1. In Workflows, set the trigger as Documents & Contracts → Status → Declined.

2. Use this to send follow-up emails, tasks, or reminders.

3. Clients click “Decline Document,” add notes or reasons, and submit.

4. Track everything inside Documents & Contracts → Archived for clear history.

Why You’ll Love It

• Better communication. Know exactly why a deal didn’t move forward.

• Faster follow-ups. Automate next steps when contracts are declined.

• More clarity. View detailed decline history in one place.