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.
6
votes
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.