Prevent templates from editing: Locking down the template unless you hit the Edit button - so you know you are editing a template
Locking templates so they are not editable. Default restricting of a template editing for everyone unless you hit the Edit button - so you know you are editing a template
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Daniel Finamore commented
I would love to see this option, or to completely lock template editing for some users. We use PandaDoc for all of our legal paperwork, and only Sales Reps issue the documents to Clients. However, only our legal team should be able to update the documents.
We recently had an issue where someone deleted a template, instead of deleting the document associated with a client by mistake. We had to have support restore our template for us.
Being unable to restrict access to templates creates an opportunity for human error or a malicious act. It would be great to prevent this.
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Peter Herrera commented
Quite literally the most annoying part of using Pandadoc. Accidently making changes to a template would fix so many issues for us.
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Cherif Zouein commented
Agreed!
Or as simple as create a confirmation step when a user clicks through to a template "Are you sure you want to edit this template"It's the single most common mistake we do and it takes time to fix.
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Susana Rinderle commented
YYESSSS! I've started creating a document only to realize halfway through I just changed my template, which leads to having to recreate (and remember) the original template, not to mention wasted time and sweating bullets! :)
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Hillary Underwood commented
Yes!! This would be amazing. I have so many times started editing a template thinking I was on to the document already. It's so frustrating! There should be a lock feature and you can't edit a template unless you click on "Edit template".
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Paul Cedric Guevarra commented
- Will allow the template owner or account owner admin to lock the template from other users to prevent editting and deletion.
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Mark Taylor commented
Lock templates so other team members can't edit and/or delete them.
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AdminMadelyn Gunay (Admin, PandaDoc) commented
Ability to lock template with password to prevent from being deleted accidentally
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Amber Copple commented
Users should not be able to click on the Template name to edit the Template. Accessing that way should be disabled.
Users should have to click on the 3 dots at the far right, and select Edit, to edit a Template.
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Amber Copple commented
When using templates, the "create document" button should be in its own column next to the template name and in a bright color!
This button needs to be bright and immediately visible to users as soon as users click on Templates.
That way, users won't click on the template itself and start making changes, by mistake.
Hovering over the date to find the "create document" button is not good. -
Stephen Johnson commented
I would like to lock the copy in the template to prevent employees from changing any of the document. Only their manager can make changes to the template. This is for a contract and we do not want sales reps changing the agreement without their manager's approval.
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Nick Mancini commented
We have a bad habit of opening a template and forgetting to click "use this template" and then we start editing it as if it were a document to send.....Big pain! Consider adding a feature to "lock" the template to avoid doing this, but once it's used as a document, to have it be automatically unlocked. Or, at minimum, a warning indicating "You're editing a template - continue?"
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Arvi Martinez commented
allows a sender to put a restriction or a lock to avoid the documents to be edited by useres.
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Lindsay Morris commented
Locking templates is a necessary feature. I had issues this morning where I had to go through and redo a lot of our shared templates b/c someone accidentally edited the templates thinking they were editing in their own space. Can we get this ASAP so I don't lose hours having to recreate again?
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Arvi Martinez commented
Client is interested in adding a lock on his templates to avoid unintentional editing by his team.
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Disable ability for a user to delete a page from a template
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AdminDenis Chubrik (Admin, PandaDoc) commented
Default restricting of a template editing for everyone unless you hit the Edit button - so you know you are editing a template