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Ideas to Improve PandaDoc: Documents & Data Management

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Lock completed documents

Have an option where once document is completed, it is locked and cannot be opened.

25 votes

Thomas Hayes shared this idea · Jun 25, 2021 · Admin →

Idea · Jul 7, 2021

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AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) commented · December 22, 2021 9:30 AM

Or add an option to lock the document from the editing by document owner/admin

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Robert Madsen commented · July 14, 2021 9:28 PM

Agree with Thomas with an added option. Only the PandaDoc super admin can unlock a Completed document with multi-factor authentication. In other words, only one person can unlock a Completed document and with a thoughtful process preventing mistakes.

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