"Instructions" block (auto-deleted text block)
Add a new type of block/setting for the text block - "Instructions". It is needed to add it to a document/template to provide instructions/tips/requirements/etc. to your PandaDoc team member and this block is automatically and mandatory deleted/hidden after the document is sent to the customer. Like a usual text block, but it is automatically deleted/hidden after the document is sent
5
votes
AdminVladislav Avsievich
(Admin, PandaDoc)
shared this idea
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Emizah Kobayashi commented
Area in where instructions can be added while creating a document.
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AdminMadelyn Gunay (Admin, PandaDoc) commented
The text with instruction will show when the recipient is filling out the form and will disappear once the document is completed