Prompt the sender to complete all required fields before sending the document
Prompt for document sender to complete required fields assigned to them before sending the document (similarly to the unfilled variables pop-up)
1
vote
Iryna Pekarchyk
shared this idea
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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.