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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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47 results found

  1. Signature Certificate: Hide or Remove Information from signature certificate

    Ability to hide or remove parts of the signature certificate.

    Including:
    Signer's email address
    Dates
    Timestamp
    Location
    IP address
    PandaDoc promotional message

    98 votes

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    18 comments  ·  Security & Compliance  ·  Admin →
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  2. Customize signature certificate design

    Option to add approval info to the signature certificate, for example, "Read and approved"

    54 votes

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    7 comments  ·  Security & Compliance  ·  Admin →
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  3. Add clickwrap as an additional safeguard for contract signing: Terms & Conditions Feature

    add clickwrap as an additional safeguard for contract signing.

    50 votes

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    6 comments  ·  Security & Compliance  ·  Admin →
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  4. Generate signature certificate even if the document is not completed by all recipients

    Generate signature certificate even if the document is not completed by all recipients

    39 votes

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    7 comments  ·  Security & Compliance  ·  Admin →
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  5. Setup 2FA for all users at once

    Option to setup 2FA for all users at once

    16 votes

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    3 comments  ·  Security & Compliance  ·  Admin →
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  6. Compliance NOM 151

    https://dof.gob.mx/nota_detalle.php?codigo=5478024&fecha=30/03/2017#gsc.tab=0

    14 votes

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    0 comments  ·  Security & Compliance  ·  Admin →
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  7. Data storage exclusively in Canada

    Some customer's require storage to be localized exclusively within Canada

    12 votes

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    1 comment  ·  Security & Compliance  ·  Admin →
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  8. Data storage in Australia

    Australian server/host location

    12 votes

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    2 comments  ·  Security & Compliance  ·  Admin →
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  9. Make PD FedRAMP compliant

    Some federal agencies require a cloud provider to meet a certain criteria before they can work with a vendor. This authorization process is outlined here: https://www.fedramp.gov/

    12 votes

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    0 comments  ·  Security & Compliance  ·  Admin →
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  10. Ability to see and kick-out any devices logged-in to the PandaDoc account.

    Ability to see and kick-out any devices logged-in to the PandaDoc account.

    9 votes

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    0 comments  ·  Security & Compliance  ·  Admin →
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  11. Ability to choose where to place signature certificate on a printed document

    Ability to choose the position of the signature certificate reference on a printed document (now it's at the bottom of the page by default)

    9 votes

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    2 comments  ·  Security & Compliance  ·  Admin →
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  12. Encrypt emails

    Encrypt emails

    8 votes

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    0 comments  ·  Security & Compliance  ·  Admin →
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  13. eIDAS higher levels compliance

    8 votes

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    1 comment  ·  Security & Compliance  ·  Admin →
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  14. Option to have a PandaDoc Lawyer to review the document before it was sent.

    Option to have a Lawyer to review the document before it was sent.

    7 votes

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    2 comments  ·  Security & Compliance  ·  Admin →
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  15. Template Editor SDK - Non-PD users

    Ability to use Embed JS SDK using Pass-though authentication. Giving webapps the ability to allow for their users to create templates without being PandaDcc Users.

    6 votes

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    0 comments  ·  Security & Compliance  ·  Admin →
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  16. Ability for SSO group-based provisioning to also apply to existing users on future logins

    Currently, SSO group-based provisioning in PandaDoc only applies during the initial user creation at first login and does not update group assignments on subsequent logins for existing users. We would like to request the ability for SSO group-based provisioning to also apply to existing users on future logins, so that group membership and related access can be dynamically updated based on IdP group changes.

    This enhancement would ensure that user access remains aligned with identity provider group assignments over time, reduce manual administrative updates, and improve overall access management accuracy and security.

    5 votes

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    0 comments  ·  Security & Compliance  ·  Admin →
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  17. Configure the expiration period of user's sessions

    Currently, the length of the PandaDoc session is 14 days. The customer requests the option to configure a custom session expiration period to increase security.

    4 votes

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    1 comment  ·  Security & Compliance  ·  Admin →
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  18. Block non-US IP addresses from signing a document.

    Some of the documents that we need signed are being signed in other countries outside of the US.

    For our business compliance, we cannot allow this. We can only have signatures done in the USA.

    4 votes

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    0 comments  ·  Security & Compliance  ·  Admin →
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  19. Attachment documents mentioned on the Signature Certificate

    Attachments (T&C, Licenses overview, etc) are always sent with contracts, as per Deutch laws they need this information to appear on the Signature Certificate (attachment name) to validate that the recipient has accepted the full package of files they have received.

    4 votes

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    0 comments  ·  Security & Compliance  ·  Admin →
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  20. ACH payment flow for Instant Verification

    To have an ACH payment flow (recipient guide) for instant Verification

    4 votes

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