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  1. Use recipient verification with bulk send or bundles: Phone Verification set up on Template Level

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    6 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Megan Hicks commented  · 

    We bulk send at the beginning of every year to annually renew our consent forms on file for our clients to abide by HIPAA and BCHOE, and ensuring that we are being efficient in our time sending out 1,000+ documents, while also assuring that they are password protected is crucial. Please look into this feature as I know it would benefit others and give a leg up for PandaDocs amongst other competitors

    Megan Hicks supported this idea  ·