See the note that was added when manually updating a document status within the document.
When manually updating a document status and adding a note to why it was closed, it would be nice to have the note somewhere on the document. Right now nothing shows up on the document when it is closed out and a pdf sent to both myself and the customer. Not having the reasoning why this was closed out and a signature not collected make me have to go back into PandaDoc to track this down. It would be nice if right from the document you could see this information.
1
vote
Nicole Daemmrich
shared this idea