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.
10
votes
PandaKat Olarte
shared this idea
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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