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Ideas to Improve PandaDoc: Settings, Workspaces & User Roles

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Restrict Duplicating Documents

Have an option to restrict duplicating of documents.

8 votes

Thomas Hayes shared this idea · Jun 23, 2021 · Admin →

Idea · Jul 7, 2021

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AdminInes Imo (Admin, PandaDoc) commented · September 19, 2024 3:41 AM

Add custom role permission: can/cannot duplicate a completed/sent document.
This would help to restrict unauthorized duplication to prevent people from bypassing approval workflows that have been set at template level.

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