It is frustrating how the custom permissions are *almost* there. I think its counter intuitive to not be able to designate templates for sales rep staff. Building templates requires a lot of detail and thought that we already put into the templates, I do not need a sales rep to rethink what we already thought out.

It would be great to have a feature where users can only see a specific folder (Display contents of a particular folder) instead of showing all the templates. This feature will limit users from having access to restricted templates.

Please also enable this feature for CRM's

At least be able to archive old templates instead of deleting, or MOVE to another workspace. We have templates that we do not want our team to use but will need at year-end 2024.

I want to preserve old templates and their metrics, but keep users from using them. Users purposefully using an out of date templates costs us $ on a regular basis, especially after we roll out major pricing changes in SFDC that usually have accompanying EULA changes.

It would be useful to have the option to restrict users from using / creating documents from specific templates.

restrict which templates are available for selection within the PandaDoc iframe depending on opportunity record type via SFDC

show only templates with custom role.
Create a "can view own templates" as an option

as per the client: " ability to lock or restrict who can edit or use templates. So to reiterate:

· I should be able to lock templates whilst in DRAFT so they can’t be used until approved by management

· I should be able to restrict who has access to edit templates (team members could still create documents from active templates, but not edit the template itself)

· At the very least, I would love the ability to export templates in a format that can be imported back into PandaDoc so I wouldn’t have to delete and recreate them"

show only own templates

Ability to restrict account users from seeing each other's templates.

Add a private folder within one workspace

https://pandadoc.zendesk.com/agent/tickets/390343

I just want to be able to hide old templates or templates not ready for distribution so that people don't send the wrong thing.

to create a custom role (role) that gives the user access to a certain document folder and template.

https://pandadoc.zendesk.com/agent/tickets/377061

Ability to create private folders.

If you share a folder to multiple workspaces you should be able to unshare certain folders within that shared folder.

Hide one folder from the user / restrict user to see 1 certain folder

I would like the ability to restrict access to certain templates. For example, I would like to keep old templates in the system but make them "unavailable" for users to send out. Also, when creating new templates, I would like to make them unavailable until they are approved and signed off on before being made available to users to send out.

This is a great idea to allow only certain user types to access/use a template.

Set permission for the user to view only certain document folders

User is coming from DocuSign and needs the ability to hide templates from other esign users and assign users to specific folders/templates. Says it is a privacy issue/concern for them.