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.
Mary Yamson
shared this idea
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. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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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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Solomiia Mereniuk 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