Internal notes or comments on a document/template
We would like to have an internal note on a document
AdminLindsey Schocke (Admin, PandaDoc) commented
You can add an internal comment by making a private inline comment on a document:
Inna Babii commented
feature to allow note price index regulation for every customer. For example be able to create own document statuses and add multiply of them (e.g. “price index”, “terminated”, “in termination”, “services”)
Price index is something we would like to keep track on, so every year we can see how many years it have been changes and so on.
Emily Gould commented
Ability to add comments to templates to guide colleagues
I too would like to add internal notes/comments to help my users create proposals. These of course would not be visible to the client.