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

    14 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Colleen - PPS commented  · 

    This is critical for us. We bulk send ongoing fee consent agreements and the information from merged data includes private details that should be protected by recipient verification before opening the document.

    Colleen - PPS supported this idea  · 

  2. customize SMS verification

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Colleen - PPS commented  · 

    This is critical for us. As Financial Advisers, we are expected to have high levels of cyber security and to educate our clients on risks of responding to unknown emails, SMS and social media requests (or requests that are potentially impersonating our business and are actually cyber criminals). The verification text does not mention our company at all - only PandaDoc - and comes from TWVerify. This is too much to ask of clients to feel secure about two names that that they are not familiar with ... and we are experiencing many of them not trusting the verification SMS (or ignoring/deleting it before realising it is connected with our business/document).

    Colleen - PPS supported this idea  · 
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