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Custom Electronic Disclosure Message

Brinks needs to be able to customize the electronic disclosure message like you can in DocuSign.

11 votes

AdminReid Anderson (Admin, PandaDoc) shared this idea · Jan 16, 2024 · Admin →

Released · Aug 26, 2024

Show previous admin responses (2)

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AdminAnonymous (Admin, PandaDoc) commented · January 8, 2023 6:48 AM

PandaDoc actually provides a consent step during the signing process.

see the following related idea, that would allow for some sort of customization of the consent wording:

https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/45851758-custom-consumer-consent-wording-when-collecting-si

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AdminAnonymous (Admin, PandaDoc) commented · October 21, 2022 8:58 AM

To stay compliant with ESIGN/UETA --- PandaDoc displays all of the consumer consent content when capturing the electronic Signatures. However the content is hard-coded and defined by PD. Allow the user to define and system-wide setting that contains the content and then display during the Signature Capture process. Also, log the current wording text in the Audit Trail (in case it changes over time).

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