How PandaDoc Ensures Security and Privacy for Your Deals

How PandaDoc Ensures Security and Privacy for Your Deals logo

How PandaDoc Ensures Security and Privacy for Your Deals logo

A Secure Foundation for Deals

When it comes to closing deals, confidence is key. You need to trust that your sales proposal software has your back, protecting your sensitive information and ensuring a seamless experience for your clients. That’s where PandaDoc security and privacy come in – the foundation upon which our entire platform is built.

PandaDoc Security: A Multi-Layered Approach

We understand that security is not a one-size-fits-all solution. That’s why we’ve developed a multi-layered approach to safeguard your data. Our security measures include:

  • 256-bit SSL encryption for all data in transit
  • Regular security audits and penetration testing to identify vulnerabilities
  • Compliance with major regulatory standards, such as GDPR and HIPAA

By taking a proactive stance on security, we minimize the risk of data breaches and ensure that your confidential information remains, well, confidential. But security is just one half of the equation.

PandaDoc Privacy: Respect for Your Data

We’re committed to respecting your data and privacy. Our platform is designed to give you control over your documents and client interactions. We:

  • Never sell or share your data with third parties
  • Allow you to choose where your data is stored, with options for US, EU, or Canadian data centers
  • Provide transparent and easy-to-understand data handling practices

Our dedication to privacy means you can focus on what matters most – closing deals and growing your business. With PandaDoc, you can rest assured that your data is in good hands.

Trusted by Thousands, Integrated with Industry Leaders

We’re proud to be trusted by thousands of businesses worldwide, and our integrations with industry leaders like Salesforce and HubSpot are a testament to our commitment to security and privacy. These integrations enable seamless workflows and ensure that your data is protected every step of the way.

At PandaDoc, we believe that security and privacy are the foundation upon which great deals are built. By combining robust security measures with a deep respect for your data, we’ve created a platform that empowers you to close deals with confidence.


Data Encryption and Storage: The Backbone of PandaDoc Security and Privacy

When it comes to handling sensitive business data, security and privacy are of utmost importance. At PandaDoc, we understand that our users trust us with their most valuable information, and we take that responsibility seriously. That’s why we’ve implemented robust data encryption and storage practices to ensure your data is protected from unauthorized access.

PandaDoc Security and Privacy: Data in Transit

In today’s digital landscape, data is constantly in motion. Whether it’s being sent, received, or stored, your data is vulnerable to interception. To mitigate this risk, we use Transport Layer Security (TLS) encryption to protect your data in transit. This ensures that any data exchanged between your browser and our servers is encrypted, making it unreadable to unauthorized parties.

Additionally, our API and web application use Hypertext Transfer Protocol Secure (HTTPS) to further secure data transmission. This protocol ensures that all communication between our servers and your browser is encrypted, providing an additional layer of protection for your sensitive data.

Secure Data Storage with PandaDoc

When it comes to storing your data, we take a multi-faceted approach to ensure its security and privacy. Our infrastructure is built on Amazon Web Services (AWS), a trusted and secure cloud computing platform. AWS provides robust physical and logical security controls, including encryption at rest and in transit, to safeguard your data.

We also use a scalable and secure storage system that ensures your data is replicated across multiple servers. This ensures that your data is always available and can be restored in case of any unexpected events. Furthermore, our storage system is designed to detect and respond to potential security threats in real-time, providing an additional layer of protection for your data.

Ultimately, the security and privacy of your data are paramount to our operations. By implementing robust data encryption and storage practices, we can ensure that your sensitive information remains protected from unauthorized access. Trust PandaDoc to handle your sales proposals and quotes with the level of security and care that you expect.

Learn more about our commitment to security and compliance and how we’re dedicated to protecting your business data.


Enterprise-Grade Security for Your Proposals: How PandaDoc Ensures Data Protection

Access Controls and Permissions with PandaDoc Security

When it comes to securing your business-critical documents and proposals, access controls and permissions are essential. You want to ensure that only authorized personnel can view, edit, or share sensitive information. At PandaDoc, we understand the importance of granular access controls, which is why we’ve implemented a robust permission system to guarantee the security and privacy of your data. Our permission system allows you to assign different roles to team members, determining the level of access they have to specific documents, folders, or even entire workspaces. This way, you can confidently share proposals with colleagues, clients, or partners, knowing that they can only perform actions within their designated scope. For instance, you can grant a client “view-only” access to a proposal, ensuring they can review the document without making any changes.

PandaDoc Security: User Management and Authentication

PandaDoc’s user management system is designed to provide an additional layer of security for your documents. We support single sign-on (SSO) integrations with popular identity providers, such as Google, Microsoft, and Okta, to ensure seamless and secure authentication. This means that users can access PandaDoc using their existing credentials, eliminating the need for multiple usernames and passwords. Our strict authentication protocols guarantee that only authorized users can access your proposals and documents, giving you complete control over who can view, edit, or share sensitive information.

Data Encryption and Storage with PandaDoc Security and Privacy

We take data encryption and storage very seriously at PandaDoc. Our infrastructure is built on Amazon Web Services (AWS), which provides enterprise-grade security and compliance with major regulatory standards, including GDPR, HIPAA, and SOC 2. All data transmitted between your device and our servers is encrypted using 256-bit SSL encryption, ensuring that your proposals and documents remain confidential and protected from interception or eavesdropping. Furthermore, our data storage facilities are located in secure, access-controlled environments, with 24/7 monitoring and redundant systems in place to prevent data loss or corruption.


Compliance and Certifications: How PandaDoc Ensures Your Data Remains Safe

When it comes to sales proposal software, security and privacy are top priorities. You need to know that your sensitive information is protected from unauthorized access. At PandaDoc, we take data protection seriously, and our compliance and certifications are a testament to our commitment to providing a secure environment for our users.

PandaDoc Security and Privacy: Our Commitment to You

We understand that your business depends on the confidentiality, integrity, and availability of your data. That’s why we’ve implemented robust security measures to ensure that our platform meets the highest standards. Our data centers are strategically located to provide optimal performance and reliability, with 24/7 monitoring and maintenance to detect potential issues before they become incidents.

Our security protocols include encryption at rest and in transit, regular security updates and patches, and access controls to ensure that only authorized personnel can access your data. We also conduct regular security audits and penetration testing to identify vulnerabilities and address them proactively.

Data Protection Regulations: We’ve Got You Covered

We’re committed to compliance with major data protection regulations, including the General Data Protection Regulation (GDPR), the Health Insurance Portability and Accountability Act (HIPAA), and the Payment Card Industry Data Security Standard (PCI-DSS). Our compliance with these regulations ensures that your data is protected according to the strictest standards.

  • GDPR compliance: We’ve implemented measures to ensure that our platform is GDPR-compliant, including data minimization, data protection by design and default, and data subject rights.
  • HIPAA compliance: We comply with HIPAA regulations to ensure the confidentiality, integrity, and availability of protected health information (PHI).
  • PCI-DSS compliance: We maintain PCI-DSS compliance to ensure that our platform meets the highest standards for securing sensitive payment information.

Third-Party Certifications: Independent Validation of Our Commitment

To provide additional assurance of our commitment to security and privacy, we’ve obtained third-party certifications from reputable organizations. These certifications validate our compliance with industry-recognized standards and best practices.

Our certifications include:

  • ISO 27001:2013 certification: This certification demonstrates our commitment to information security management and our ability to identify and mitigate risks.
  • SOC 2 Type II certification: This certification attests to the effectiveness of our security controls and our ability to protect customer data.
  • TRUSTe certification: This certification validates our commitment to transparency, accountability, and data privacy.

At PandaDoc, we’re dedicated to providing a secure and reliable platform for our users. Our compliance and certifications demonstrate our commitment to protecting your data and maintaining the highest standards of security and privacy. With PandaDoc, you can trust that your sales proposals and quotes are in good hands.


Incident Response and Management: How PandaDoc Ensures Top-Notch Security and Privacy

As a business, you understand the importance of protecting your sensitive data from cyber threats. That’s why at PandaDoc, we prioritize incident response and management to ensure our customers’ trust and confidence in our sales proposal software.

PandaDoc Security and Privacy: Our Commitment to Your Data

We know that data breaches can have devastating consequences for your business. That’s why we take a proactive approach to incident response and management. Our dedicated team continuously monitors our systems for potential security threats, identifying and resolving issues before they escalate into full-blown incidents.

In the unlikely event of a security incident, our response team springs into action, following a well-defined incident response plan to contain and remediate the issue. This plan includes:

  • Identifying and isolating affected systems
  • Containing the incident to prevent further damage
  • Erasing any malware or other malicious code
  • Restoring systems from backups
  • Notifying affected parties and providing remediation steps

We also conduct thorough post-incident reviews to identify root causes and implement measures to prevent similar incidents from occurring in the future. This guarantees that our security and privacy measures continually evolve to address emerging threats.

Third-Party Audits and Compliance: Reinforcing Our Commitment to Security and Privacy

To further reinforce our commitment to PandaDoc security and privacy, we undergo regular third-party audits and compliance certifications. These include:

  • SOC 2 Type II compliance for our data storage and management practices
  • ISO 27001 certification for our information security management systems
  • Regular penetration testing and vulnerability assessments

These audits and certifications provide an additional layer of assurance that our security and privacy measures meet the highest industry standards.

At PandaDoc, we understand that your trust is paramount. That’s why we’re dedicated to providing the most secure and private sales proposal software on the market. With our incident response and management practices, you can have confidence that your data is protected and your business is secure.

Want to learn more about how PandaDoc can help you close more deals with confidence? Check out our Sales Proposal Software today!


Trustworthy Sales Proposal Software for Your Business

When it comes to finding the right sales proposal software for your business, trust and security are top of mind. You need a solution that not only streamlines your sales process but also protects your sensitive data. At PandaDoc, we understand the importance of

PandaDoc Security and Privacy

and have implemented robust measures to ensure your confidence in our platform.Data breaches and cyber attacks are on the rise, and the consequences of a security lapse can be devastating. That’s why we’ve built our platform with security in mind from the ground up. Our

PandaDoc Security and Privacy

features include:

  • Enterprise-grade encryption to safeguard your data
  • Multi-factor authentication to prevent unauthorized access
  • Regular security audits and penetration testing to identify vulnerabilities
  • Compliance with major data protection regulations, such as GDPR and HIPAA

But security is only half the battle. We also prioritize transparency and visibility, so you always know what’s happening with your data. Our platform provides real-time analytics and notifications, allowing you to track document activity, monitor signing status, and receive alerts for any unusual activity.So, why choose PandaDoc for your sales proposal needs? Not only do we offer a robust feature set, including electronic signatures, customizable templates, and seamless integrations with popular CRM systems, but we also provide a trustworthy platform that you can rely on. With PandaDoc, you can focus on closing deals, not worrying about the security of your data.

What Sets PandaDoc Apart

We’re committed to keeping your data safe and your business secure. Our dedicated security team continuously monitors our platform for potential threats and implements new measures to stay ahead of emerging risks. Additionally, our customer success team is always available to address any concerns or questions you may have about our security and privacy practices.Consequently, you can rest assured that our platform meets the highest standards of security and compliance, giving you the confidence to focus on what matters most – growing your business. So, why wait? Try PandaDoc today and experience the power of trustworthy sales proposal software for yourself.