---
title: Review a declined proposal or contract in Infinity3
description: "Check a formal document decline and its recorded feedback so your team can decide the appropriate next step. #### Before you start You’ll need access to Documents & Contracts and the relevant customer record. Distinguish a formal decline from a…"
url: "https://www.infinity3.co.uk/help/review-a-declined-proposal-or-contract-in-infinity3/"
updated: "2026-10-08"
category: "Infinity3 Platform / Documents & Contracts"
---

# Review a declined proposal or contract in Infinity3

Check a formal document decline and its recorded feedback so your team can decide the appropriate next step.

#### Before you start

You’ll need access to Documents & Contracts and the relevant customer record. Distinguish a formal decline from a document that is simply waiting for a signature.

#### Find the decline

1. Open **Payments** → **Documents & Contracts**.
2. Open **Archived** to find declined documents.
3. Select the intended proposal or agreement.
4. Open **View History**.
5. Review who declined it, when it happened and any reasons or notes supplied.

Recipients can use **Decline Document** in their document’s top-right menu where available. A declined document is archived and can no longer be signed.

#### Decide what happens next

Record the outcome on the customer’s contact or opportunity and assign any agreed follow-up.

If revised terms are appropriate, prepare a new draft and review it before sending. Make clear that it replaces the declined proposal.

If the customer is not proceeding, review related reminders or follow-up sequences so your team does not continue asking them to sign the declined document.

#### Automate an internal alert

Where supported, use a **Documents & Contracts** workflow trigger with **Status** set to **Declined**, filtered to the relevant template. Test it before relying on it.

#### Things to know

- An unsigned document does not automatically mean the customer declined.
- Decline feedback may explain the decision but still need clarification from the customer.

Contact Infinity3 with the document and expected status if the record appears incorrect.