Knowledge based questions


1 comment

  • Official comment
    Rocky Dohmen

    Hey Ali, 

    Sorry for the delay but I did not want to answer until we had good news! While it isn't exactly a knowledge-based question system, in the next month or so we will be releasing the ability to add a passcode/password to sent documents. So you'll be able to add a bit of extra security to documents. 

    The flow would be you send the document through PandaDoc like normal, but provide the password/passcode via another means - text message, DM, or outside email t the recipient. They would then have to use this code to access the document. 

    More info on this will be coming soon, and if you would like to beta test I would recommend reaching out to your Customer Success Manager. 


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