Permissions for specific documents: Private documents (Password protect documents internally)
Have an option to create a private document where only the account owner/user can have an access to.
Restrict/lock documents from other Admins View.
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Steve Head commented
Please provide the option to make sure certain documents and templates not available to certain users. The only option right now is to create "workspaces" for additional fees.
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Provide more granular options for custom role permissions. For example, allow users to access only specific documents and templates, rather than all content. This would give teams better control over who can view or edit certain resources.
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Daniela Bumatay commented
Have the ability to change the permissions who can view the document.
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Anonymous commented
Option for a user to hide/separate a document without having the account owner's visibility to it.
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Alan Walker commented
We use Pandadoc for HR documentation - or we'd like to, anyway. We currently can't send any sensitive documentation, as certain admins may see the content. I realise that we can turn on extra workspaces, but at $20 per current seat, when those additional workspaces might only be for a select number of users, this is ridiculously over-priced, to the point of us considering alternative options.
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AdminAnonymous (Admin, PandaDoc) commented
can create private documents in Pandadoc that other Admins would not have access to.
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AdminSavannah Faulkner (Admin, PandaDoc) commented
Private document folders as well
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Marcio Franco commented
This is a must for any company size. The price scheme of some software companies, like PandaDoc, excludes small businesses and small operators and gives this conditional feature only to a higher tier subscription enrollment—the behaviour of typical nasty human beings running a corporation.
How can all the contracts, documents, and templates be available to all employees in a company? Where is the sense in that?
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Sherwin John Mendoza commented
The customer requests the capability to upload a document or file and designate only one member to see the uploaded document or template file.
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Michael Angelo Miguel commented
Ability to make documents/templates/folders private to other specific users in the workspace
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Todd Myers
commented
This is SUPER important for SOC compliance and to help make the platform available to be used for HR and/or other legal documents that should be secured.
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Angie Kadilliu commented
I'm shocked this isn't a priority on their product roadmap
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Peter Bullock
commented
Disappointing to see this feature was first requested 3 years ago but still not implemented. This is a critical feature to allow Pandadoc to be used across business functions.
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Paul Cedric Guevarra
commented
- Will allow the document owner to lock the document or template they made from other users to access
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Anonymous
commented
Be able to lock/restrict other admins from viewing specific documents in a workspace.
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AdminSarah Rotunda (Admin, PandaDoc) commented
Make a template private. Good example of until its ready to use.
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Hazel Serrano
commented
There is no privacy using the platform. We like to keep teams organized with privacy.
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Lena Panfilenko
commented
Restrict access for team members (admins, managers) to separate documents
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AdminSolomiia Mereniuk (Admin, PandaDoc) commented
Should be possible to share documents/templates with your colleagues, add them as editors on a document, so they will be notified (but not via email if you tag them) but inside PandaDoc so they could easily find the needed document and edit it.
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Polina Ismailova
commented
Have separate permissions for specific documents, not only workspaces