Settings and activity
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4 votes
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Steve Hodson
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4 votesSteve Hodson
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2 votesSteve Hodson
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20 votes
An error occurred while saving the comment Steve Hodson
commented
Reasons this is needed:
1. It is quite easy to send the wrong link to the wrong person - that way a customer could sign off the sender's fields like pricing. When a recipient's email is already a pandadoc licensed user it would be very easy for Pandadoc to work out that they already have a login and make that link only accessible to that logged in user.
2. It is also easy for people to forward their links not using the forwarding feature - e.g. the customer forwards the link to their manager to sign. This results in contracts getting esigned by a person who isn't the person in the electronic signature verification. This would make it very hard to prove who signed the document in court and makes the whole electronic signature element rather pointless.
You would still want to make it easy for anyone to fill in and sign documents, but the additional security or checks would be good to make sure the person signing is the intended recipient.
3.Steve Hodson
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180 votesSteve Hodson
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105 votesSteve Hodson
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62 votesSteve Hodson
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128 votesSteve Hodson
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84 votesSteve Hodson
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64 votesSteve Hodson
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An error occurred while saving the comment Steve Hodson
commented
+1 for quickbooks online
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160 votesSteve Hodson
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Tokens/Variables in saved messages / email body or subject
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116 votesAn error occurred while saving the comment Steve Hodson
commented
by tokens i assume this means variables
Steve Hodson
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150 votes
An error occurred while saving the comment Steve Hodson
commented
Plus if customer changes the quantity of product A then product B quantity changes to match it
Steve Hodson
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227 votesSteve Hodson
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230 votesSteve Hodson
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585 votesSteve Hodson
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433 votesSteve Hodson
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This option is really hidden at the moment and hard to find even when you know it is there. I am not sure about document forwarding, but this causes a big problem for signature forwarding where you can get the wrong person on the esignature receipt from the person who actually signed it.
My suggestion would be to have a popup if signature forwarding is enabled on the document so when it is opened every time it tells them who they are signing for and how to forward. They can hide it if they want and it will put a cookie so they don't see it again. If they send their link on to someone else then the new person will get the same message - this time they will see that they are not the person the link was prepared for and can go back tot he person who should have forwarded