Knowledge based questions

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ALI SIDDIQUI

• January 09, 2021 15:35

Does PandaDoc have the capability to add 'Knowledge-Based Questions' before a client can access the document? For security, if we are sending documents to them, we want to make sure they are the ones who open the document.

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• Official comment

  

  Rocky Dohmen

  • February 17, 2021 14:16

  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. 

  Thanks!

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