Auto-flags to users creating documents
Example use cases:
- A pop-up to users who try to modify a template with a note that they're changing a prepared template
- A flag to users who try to create a field in a document to capture Credit Card information
Business outcomes:
- Reduces business users going rogue and modifying pre-approved template language
- Prevents users from capturing credit card information since PandaDoc itself is not PCI-compliant
1
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AdminLarry Xiao
(Admin, PandaDoc)
shared this idea