PandaDoc Overview under 7 minutes

[@fandomtur]

Nice tutorial, well explained. Thank you!!

[@andreteixeira9354]

Excellent Overview video! Thank you!

[@blungo]

I'm glad you enjoyed the video! I'm working on a new updated PandaDoc video that will be out on Sep 13. There are a few new features that they added since I made this video.

[@geoffroyc]

Great overview, very helpful, thank you!

[@blungo]

Glad it was helpful!

[@empiregames143]

Can you lock folders for private information? Especially if this is allowing all employees to see it that have access?

[@blungo]

The documents a user sends can be viewed by the user and any admins. Other users won't be able to see the document. If you are the admin and send a document, other users won't be able to see the document (except for other admins). Folders are private by default, until you share them. More info here: support.pandadoc.com/hc/en-us/articles/360007914593-Account-roles

[@mitchbossart4352]

Thanks, nice overview.

[@ReliableNotaryink]

very hard to get the exampler to give to Secretary of state

[@mm86782]

Please add Two Factor Authentication to PandaDoc ASAP, please. Otherwise great software.

[@blungo]

I agree, 2FA is needed. Hopefully they add it soon.

[@mouldingbase1796]

Ho do you verify the signer identity? This is the most important feature in signing documents and it is omitted here at all. I was able to create document for George P. I created new email and sent it to the email. I used Proxy server and signed the document as George P. Then I am going to threaten George P and ask him to fulfill the contract that he didn't sign. So, how legal is this scenario? I didn't see any identity verification throughout this process that I described. I just want to know if there is an identity verification anywhere in Pandadoc?

[@blungo]

Hello. The built-in eSignature technology is legally-binding and ESIGN and UETA compliant. If you create a fake email address you have to prove that the email address belongs to George P. You can read more here: www.pandadoc.com/electronic-signature-software/

[@mouldingbase1796]

@@blungo I didn't see any identity verification process described in this link., other than unsupported statements. What does electronic certificate proves? It doesn't prove identity

[@LukeSalaiz]

You’re going to need DocuSign ID Verification for that. Standard built in to their eSignature product- which is the gold standard for eSignature. DocuSign is a far superior platform IMO.

[@amahlekubheka4493]

How do I change the email for the account?

[@blungo]

Go to settings on the bottom right corner, then click on "personal info", and then click on the button "change email". A new window will show up where you can click on "send instructions". Then follow the instructions sent to your current email address.