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Ideas to Improve PandaDoc: Settings, Workspaces & User Roles

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Hide some templates from users / Ability to restrict account users from seeing each other's templates. / Show only own templates

limit which templates / template folders a user can access

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Valeria Pochapskaya shared this idea  ·   ·  Admin →
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Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded  · 

Hi!


We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. 


PandaDoc does have a feature to manage access to content - Workspaces. Workspaces are a great solution to distribute and manage content easily not just across separate teams or departments. Separate workspaces can also be created for different projects, for templates you no longer use but don't wish to delete, and templates that are still a work in progress or have not been approved for use. You can learn more about workspaces here.


Templates can also be shared across workspaces, if needed. These shared templates can be used to create and send new documents, but cannot be edited. You can learn more about sharing content across workspaces here.


Please keep upvoting this idea so we can keep considering it every time we work on our roadmap. 


Thank you!

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  • Daniel Lewis commented  · 

    I want to preserve old templates and their metrics, but keep users from using them. Users purposefully using an out of date templates costs us $ on a regular basis, especially after we roll out major pricing changes in SFDC that usually have accompanying EULA changes.

  • Jonathon Gillis commented  · 

    It would be useful to have the option to restrict users from using / creating documents from specific templates.

  • Brian Gacila commented  · 

    restrict which templates are available for selection within the PandaDoc iframe depending on opportunity record type via SFDC

  • Christian Tobar commented  · 

    show only templates with custom role.
    Create a "can view own templates" as an option

  • Rachele Galang Ong commented  · 

    as per the client: " ability to lock or restrict who can edit or use templates. So to reiterate:

    · I should be able to lock templates whilst in DRAFT so they can’t be used until approved by management

    · I should be able to restrict who has access to edit templates (team members could still create documents from active templates, but not edit the template itself)

    · At the very least, I would love the ability to export templates in a format that can be imported back into PandaDoc so I wouldn’t have to delete and recreate them"

  • Luke Gibbons commented  · 

    I just want to be able to hide old templates or templates not ready for distribution so that people don't send the wrong thing.

  • Angelica Lapat commented  · 

    If you share a folder to multiple workspaces you should be able to unshare certain folders within that shared folder.

  • Luke Gibbons commented  · 

    I would like the ability to restrict access to certain templates. For example, I would like to keep old templates in the system but make them "unavailable" for users to send out. Also, when creating new templates, I would like to make them unavailable until they are approved and signed off on before being made available to users to send out.

  • Inna Babii commented  · 

    Set permission for the user to view only certain document folders

  • AdminTate Davis (Admin, PandaDoc) commented  · 

    User is coming from DocuSign and needs the ability to hide templates from other esign users and assign users to specific folders/templates. Says it is a privacy issue/concern for them.

  • Yana Martynenko commented  · 

    Specific restrictions for custom roles (for specific folders / documents / etc).