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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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