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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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39 results found

  1. 2 votes

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  2. It would be very helpful to be able to add our own customized text or image to the password submission screen. There is a lot of available screen real estate (see the attached image from https://support.pandadoc.com/hc/en-us/articles/1500002610481--Editor-2-0-Protect-documents-with-two-factor-authentication). There is already a small paragraph of PandaDoc-specific text ("by clicking Submit and using PandaDoc's services..." "...as detailed more fully in PandaDoc's Privacy Notice [linked]."). But since the recipient will enter the password to access OUR documents, it's critical that we can add a bit of our own text as well. This could be something like "by clicking Submit, you agree to confidentiality…

    2 votes

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

    2 votes

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  4. Ability to change the certificate so it's from qualified trust service provider according to EU applying Regulation (EU) 910/2014.

    2 votes

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  5. Password change notification.

    2 votes

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  6. 2 votes

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  7. ACPR (Autorité de Contrôle Prudentiel et de Résolution (ACPR) is the independent administrative authority responsible for monitoring the conduct of financial institutions in France. Apparently in this case it determined that PD security solution is not strong enough

    2 votes

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  8. signatures compliant in Thailand.

    2 votes

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  9. Particular agencies need to work with vendors that comply with CJIS standards. More information here: https://www.fbi.gov/services/cjis/cjis-security-policy-resource-center

    2 votes

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  10. I’m pretty confident I should be able to break through the Merge Field bit as I’m sure I’m just doing something daft, but I don’t see how the WebHooks work.

    When I provide an endpoint for PandaDoc to call, how do I set any headers or authentication? We don’t allow anything to make completely unauthenticated connections regardless of their origins. There’s mentions of shared keys that can be provided by Panda, but the challenge my end remains that if you cant authenticate with me, we wont even get as far as accepting the request.

    2 votes

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  11. FormSwift has this. I would like to be able to get this item from PandaDocs without switching document generating sites.

    1 vote

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  12. ability to sign for a user and break in when a document/ signature is forwarded to another recipient

    1 vote

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  13. 1 vote

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  14. Concern of security of Webhooks in the dashboards (users have access into the dashboard and can adjust/delete Webhooks; also no audit capabilities)
    Need to get this behind a security role/wall

    1 vote

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  15. I would like to enforce Google login for my company's users. Please provide settings where I can specify my company's email domain and specify that local passwords not be permitted for users with this email domain.

    This is a simpler configuration option than setting up Google as a SAML IdP.

    1 vote

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  16. 1 vote

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  17. require AODA compliance

    1 vote

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  18. CRA Canadian revenue association that requires special compliance

    1 vote

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  19. reset password on protected documents

    1 vote

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