CFR

Strengthen the security of your PandaDoc account by enabling multi-factor authentication. This will force account users to verify their logins with an extra code from SMS message or Google/MS authenticator.

Make PandaDoc QES compliant

EU datacenter.

Authenticate recipient before showing document content.
For documents with sensitive information, it's crucial to know that only the right people have access to it. PandaDoc will force the recipients of the document to verify their identity through PIN code, temporary SMS code, or authorization with Google/Microsoft account.

Allow for KBA: Knowledge Based Authentication

Remove the documents that are older than X automatically.

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.

Allow the signer of the form to verify the email address as mandatory step to complete the form

To send credit card information for credit card change forms, we need PCI compliance

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

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/

Ability to remove the signer's email address from signature certificate

For some of our customers it is important that our PDFs (or even documents/web site pages) become ADA compliant

add clickwrap as an additional safeguard for contract signing.

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

A method that can authenticate the user to automatically log in with the help of API-key or access token.