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1. Option to set up recipient authentication via API

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   4 comments  ·  Ideas to Improve PandaDoc » API  ·  Delete…  ·  Admin →
   Released  ·  Valeryia Baranava responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   Recipient Verification via API

   Rob Cope supported this idea  ·  Oct 27, 2023
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   Rob Cope commented  ·  Oct 27, 2023  ·  Delete…

   Our contracts need to contain sensitive client data that they enter through our secure website, so access to those contracts needs to be tightly controlled. Our clients are making donations through state tax credit program and there are hundreds of them coming in over the span of 2 weeks, so it is not practical for us to create the contracts manually to enable recipient verification. We also create contracts via the API because the correct contract template needs to be chosen based on the information our client enters, and doing that manually is error prone. So we need to be able to enable the recipient verification via the API.

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