Internal hints, notes within document instead of as comments or in line chat
It will be so nice to enable users adding internal notes, comments or hints related to the pricing structure, reason of discount, payment terms ..etc.
12
votes
Mohamed Yousry
shared this idea
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AdminJoan Nocon (Admin, PandaDoc) commented
We wish there was a way to see internal notes on the documents, things the customer will not be able to see, but on the document itself.
For example, information will be seen internally only like a pricing breakdown for all of the 3rd party offerings and then the customer will get to see only the final cost without the breakdown.
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Lindsey Schocke commented
We currently have inline comments that you can use to add internal (private) notes, comments, etc. You can read about it here:
https://support.pandadoc.com/hc/en-us/articles/360052708693-Inline-comments