In an era where cybersecurity incidents can have severe consequences, ensuring your organization’s documents are kept safe has never been more important.

Thankfully, PandaDoc has your security in mind every step of the way.

Read on to learn how you configure your account for maximum protection from sign-in to signature.

Organization security

Configuring the security features below can go a long way to ensure that all logins are from trusted entities and different departments don’t have access to each other’s sensitive information:

1. Single sign-on (SSO)

Simplify your access management and enhance security by configuring SSO.

With SSO, you can ensure that only authorized personnel within your organization have access to PandaDoc, reducing the risk of potential data breaches and creating a better sign-on experience for your users.

single sign on security set up

2. Custom user roles

Customize user roles to adhere to the principle of least privilege (PoLP).

By assigning specific permissions to users based on their roles and responsibilities, you can minimize the risk of sensitive information falling into the wrong hands or users making disruptive changes to your account.

3. Two-factor authentication (2FA)

Add an extra layer of security to your PandaDoc account with Two-factor authentication (2FA).

By requiring users to provide phone number verification before accessing their accounts, you can significantly reduce the likelihood of unauthorized access and protect sensitive documents from potential threats.

4. Workspaces

Organize your documents efficiently and securely with PandaDoc Workspaces.

By creating separate workspaces for different teams or projects, you can control access permissions and ensure that only authorized users can view and edit relevant documents across teams.

Already on the Business plan? Start a free 7 day trial of Workspaces.

Document security

Here we’ll discuss ensuring changes to templates and documents are always authorized.

Take a look at some of the ways you can prevent modifications to pricing, legal disclosures or other important information.

setting up a Two-Factor Authentication (2FA) for PandaDoc security

1. Content locking

PandaDoc users can prevent unauthorized modifications to documents with content locking.

By locking specific sections of a document, you can ensure that only authorized users have the ability to make changes, maintaining the integrity and security of your documents.

On the Business plan? Start a free 7 day trial of Content Locking.

Approval Workflows and Conditional Approvals

2. Approval workflows and conditional approvals

PandaDoc allows you to streamline your approval process while maintaining security using one of our approval workflows.

Set conditions that must be met before a document can be approved, such as specific reviewers or discounting limits, making sure that only authorized parties can sign off on important documents.

3. Audit trail

Keep track of document activity and changes with our integrated audit trail.

By logging all actions taken within PandaDoc, including document views, edits and approvals, you can maintain accountability and traceability for every individual document.

pandadoc audit trail

Recipient security

Here, let’s explore some options to ensure your documents are sent to the right person.

With an additional verification, you better protect your organization and build trust with your recipients, as well via PandaDoc.

1. Recipient SMS verification

Verify the identity of recipients allows you to verify the identity of recipients before they can access sensitive documents you’ve sent them.

By requiring recipients to confirm their identity via SMS, you can allow only authorized individuals to view and interact with your documents.

2. Recipient password protection

Add an extra layer of security to your documents by requiring recipients to enter a password before accessing them (that you would communicate to them in a separate channel).

With password protection, you can better control who can view your documents and protect them from unauthorized access or sharing.

Shore up your document security with PandaDoc

In today’s digital landscape, safeguarding sensitive information is non-negotiable.

With PandaDoc’s robust security features, you can protect your organization’s documents at every stage, from creation to distribution.

By implementing some of the above measures, you’ll be well on your way to creating a more secure document workflow for your organization.

Need help?

Our expert support and customer success teams are here to guide you towards a safe and secure PandaDoc.