Make SMS Verification required before sending document
Make the SMS Verification a required field for senders before sending a document. This way, the sender won't forget that they have to enable it.
Daniela Bumatay
shared this idea
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Colleen - PPS
commented
This is critical to comply with Cyber Security risk mitigation requirements. Because PandaDoc does not currently provide a setting that it is mandatory, we cannot "tick the box" that all of our systems have mandatory 2FA/MFA for both logins and sharing documents.
The SMS verification functionality is also inconsistent for creating documents. Creating a new document includes a 'key' (with a handy red dot if phone number does not exist) for each selected recipient that automates the process. Creating a document from a template, does not include this same "key" for each selected recipient.
If the "Add Document Recipients" pop-up works the same for ALL methods of creating documents, this would be acceptable.