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.
PandaKat Olarte shared this idea
Idea · AdminValeryia Baranava (Admin, PandaDoc) responded
Savannah Faulkner commented
The ability to upload files to a document even after the status has been changed to complete.
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.
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