Ability to add or attach a document / attachment to a completed document
Would like to have the ability to add W-9 and Banking instructions to a completed document.
20
votes
AdminPandaKat Olarte
(Customer Success Manager, PandaDoc)
shared this idea
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V.N. Jaggoe commented
Its very import option to have give more inside information after completing the documents. Attachments like commissioning documemts or maintenance.
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Savannah Faulkner commented
The ability to upload files to a document even after the status has been changed to complete.
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Anonymous
commented
We would like to save copy of the customer PO, shipping info, etc so that PandaDoc is repository of the records for the quote/sale.
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Halyna Dashkevych
commented
When add a file upon manually changing the document status - this fie should be attached to the document body, not audit trial