Instructional Bubbles to Guide Recipients
Instructional bubbles to guide recipients in filling out the document,
Molly Abrams commented
As we were building a template yesterday with the sales team, we realized that there were many sections where we wanted to give guidance to users on what they can do with a particular section. It would be great if the template had a place to drop comments to give instructions on users when they are building out the document. Once the document is sent, those comments would obviously disappear, as they are internal and not meant for the end user.
AdminEmily Cozzens (Admin, PandaDoc) commented
Ability for admins to create "tool tips" in templates to guide users through editing complex documents.
It would be helpful to post a little note on a document that I am sending someone with a little note or direction on how to fill out a section of the form. It would be beneficial to have a way to flag an area of a document to note directions on how to fill out a certain area :)