Internal notes or comments on a document/template
We would like to have an internal note on a document
Lena Panfilenko
shared this idea
-
Anonymous commented
I want to embed internal instructions directly inside a template as a dedicated "team-only" block. These notes should be visible to all internal users editing or creating documents from the template, but automatically hidden from recipients when the document is sent. This removes the need for separate SOPs or manual deletion steps and ensures consistent team guidance at the template level — without requiring an Enterprise plan upgrade.
-
Darmagnac Romain
commented
Yes please ! As in Google Doc or Google Sheet :
- Right click on a word (or in item line in the table price) > Add comment
- The text or section goes highlighted in yellow
- A litlle popup windows comes where you write your comment
- And the comment goes also the internal chat section -
Lindsey Schocke commented
You can add an internal comment by making a private inline comment on a document:
https://support.pandadoc.com/hc/en-us/articles/360052708693-Inline-comments -
AdminInna Babii (Admin, PandaDoc) 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
-
Chris
commented
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.