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10 results found

  1. Auto-populate recipient phone number from user profile for SMS verification

    3 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Katherine Cox commented  · 

    This should be automatic by default since SMS is required for Part 11.

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    Katherine Cox commented  · 

    For 21 CFR Part 11 workspace the Identity Verification should default to SMS setting for any signer added to a document or template AND the contact's phone number should auto populate.

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    Katherine Cox commented  · 

    Extremely annoying for originator to have to enter signer phone number each time for SMS verification. Team members in the domain / workspace should have phone numbers auto populate in SMS field in when setting up templates and documents.

    Katherine Cox supported this idea  · 

  2. Allow reference number to appear on the signed document, not just on the certificate

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Security & Compliance  ·  Admin →
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    Katherine Cox shared this idea  · 

  3. Certificate of Signature is to large / too many pages

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Katherine Cox shared this idea  · 

  4. Ability to disable or remove Signature Certificate for downloaded documents / Setting to not include Signature Certificate

    206 votes

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    26 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Katherine Cox supported this idea  · 

  5. Apply automation to a Workspace

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Katherine Cox shared this idea  · 

  6. Monday.com: automatically sync Monday.com phone numbers data to PandaDoc contacts

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Katherine Cox supported this idea  · 

  7. Edit Contact Info of a User in the Workspace

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Katherine Cox supported this idea  · 

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

    16 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Katherine Cox supported this idea  · 

  9. Make SMS Verification required before sending document

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Katherine Cox supported this idea  · 

  10. SMS verification code expiration extension

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Katherine Cox supported this idea  ·