Use recipient verification with bulk send or bundles: Phone Verification set up on Template Level
The ability to use Phone verification on the Template level would be helpful so users could use verification in combination with Bulk Send or Bundles.
Moira Lavender
shared this idea
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Matouš Koutský commented
Having the ability to set up recipient verification—especially phone verification—when using Bulk Send would be a huge time-saver. Right now, having to go through each document one by one to add a verification method is by far the biggest drawback we've experienced with PandaDoc. It significantly slows down the process and defeats the purpose of bulk actions.
Are there any updates on this? It would make a real difference for us. Thanks!
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Julie Macias
commented
With our facility we utilize pandadocs quite frequently. Beginning of each year we have a mass send out of documents for our clients on renewal packets. We want to ensure that we can input all safety measures for HIPAA and BCHOE compliance. Would be a great future for us and a great leg up for Pandadocs. Thank You!
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Ricardo
commented
For HIPPA compliance purposes, it is essential to have the ability to add a password protection feature within the bulk send option.
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Megan Hicks
commented
We bulk send at the beginning of every year to annually renew our consent forms on file for our clients to abide by HIPAA and BCHOE, and ensuring that we are being efficient in our time sending out 1,000+ documents, while also assuring that they are password protected is crucial. Please look into this feature as I know it would benefit others and give a leg up for PandaDocs amongst other competitors
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Colleen - PPS
commented
This is critical for us. We bulk send ongoing fee consent agreements and the information from merged data includes private details that should be protected by recipient verification before opening the document.
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Eric MORAS
commented
where are we on that topic? is it in product roadmap?
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Anonymous commented
recipient verification for bulk send