Settings and activity

3 results found

1. Log in via 2FA (Two Factor Authentication) / MFA

   265 votes

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   48 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Delete…  ·  Admin →
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   Early access  ·  AdminChristopher Ragland (Community Forums Manager, PandaDoc) responded

   Hi everyone,  2FA is going to be released in December, and we are happy to invite you to get early access. If you'd like to be involved in early access, then please fill out this Form (https://forms.gle/rNbMVtXDpVouxEMQ9) - we will contact you shortly with the updates!

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   Ariel Smith commented  ·  Jun 29, 2023  ·  Edit…  ·  Delete…

   This is CRITICAL for SOCII compliance. Must have.

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   Ariel Smith supported this idea  ·  Jun 29, 2023

2. Autosending all completed documents to the specified email address (Doc forwarding: adding CC recipient) [Workaround in comments]

   46 votes

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   8 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminChristopher Ragland (Community Forums Manager, PandaDoc) responded

   Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap. 

   Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

   Ariel Smith supported this idea  ·  Jun 26, 2023

3. Multiple signers per signer field / 2 signatures per 1 email: ability to send a document to one email address but have two people sign it.

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   40 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Delete…  ·  Admin →
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   On roadmap  ·  AdminIgor Stefaniuk (Principal Product Manager, PandaDoc) responded

   
   

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   Ariel Smith commented  ·  May 3, 2023  ·  Edit…  ·  Delete…

   Slows down the sales process for our team to have to assign form fields to a specific user. The best option would be to allow "Any External Party" for form fields.

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   Ariel Smith supported this idea  ·  May 3, 2023