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Ideas to Improve PandaDoc: Settings, Workspaces & User Roles

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Add fields permission modifications for custom roles

Looking to be able to restrict the addition of fields or modifications for a document. This way the document editor cannot add additional recipients

2 votes

Christian Tobar shared this idea · Jul 20, 2023 · Admin →

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boris commented · January 5, 2026 1:34 PM

This feature is absolutely critical to protect PII of our partners and users!

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