For instance...we have a Terms and Conditions document that we require all new clients to sign.  Right now we have to remember to send the document via Zoho Sign, and remember that it has been signed before we close out the Potential.

Super ideally we would have the "Is T&C signed?" checkbox automatically checked when the Zoho Sign document comes back.

But, even if that is difficult, what would be great is something that says:  "Prevent Potential from moving to XYZ Stage until checkbox is checked."

Is there a way to do that in Zoho CRM?

Thank you!