Prevent document sending without field information being filled out by sender (fields assigned to the sender by themselves)
Warn document creators that information required by them for fields is missing when sending documents.
Jeff Rosen
shared this idea
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AdminInes Imo (Admin, PandaDoc) commented
Add to permission: Restrict the ability to send a document (created from a template) to a recipient until all fields are completed. This ensures that fields cannot be left unfilled or replaced with blanks, rather than simply reminding the sender of missing information.
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Lori Camden
commented
Our sales team has been resistant to use PandaDoc and frequently rush through document completion. By having a mechanism to confirm that all required fields have been completed, we will be able to ensure that complete documents are sent to our customers.
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Prompt for document sender to complete required fields assigned to them before sending the document (similarly to the unfilled variables pop-up)
