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Hide Audit trail from confirmation mail PDF

Feature Request[CMP]_QuotesAudit

MSP should be able to hide the Audit trail from the confirmation mail PDF. Maybe add this feature as a possibility in the quote settings.

2 comments

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Comments2

  • Victor Raessen

    Team•

    Mar 10

    **Victor Raessen** (2025-01-16): This audit trail is standard part of proper e-signing systems including Pandadoc and Docusign in which this also cannot be disabled, hidden or removed. It assures there's sufficient evidence that the document signature is legally binding. If we consider this option to remove the audit trail, we are only able to do this on the condition of our customers signing a waiver for all possible legal risks that may arise from having an incomplete e-signature. Can you indicate if you would be ok with this?

  • Victor Raessen

    Team•

    Mar 10

    **Brandon** (2025-04-11): To add, the audit trail is not the issue. Exposing the internal approval rules and triggers, along with the specific rule values is a problem. SHowing our customers the specific approval rules and their values is not necessary to provide a chain of custody if PandaDoc and Adobe are referenced options. Client IP, name, digital signature id, timestamp, etc are needed, but not internal approval rules.