"Instructions" block (auto-deleted text block)
Add a new type of block/setting for the text block - "Instructions". It is needed to add it to a document/template to provide instructions/tips/requirements/etc. to your PandaDoc team member and this block is automatically and mandatory deleted/hidden after the document is sent to the customer. Like a usual text block, but it is automatically deleted/hidden after the document is sent
AdminVladislav Avsievich
(Admin, PandaDoc)
shared this idea
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Renee LeBlanc commented
Offer customers need some guidance or may have a FAQ for a certain part of a document and being able to add helper text to near the fields that is deleted once signed would be helpful. We have talk about this feature being one of the best improvements the software that could be made to help our team.
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Emizah Kobayashi commented
Area in where instructions can be added while creating a document.
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AdminMadelyn Gunay (Admin, PandaDoc) commented
The text with instruction will show when the recipient is filling out the form and will disappear once the document is completed