Ability to have limitations on user visibility if desired -- i.e. any user can create a document or contract inside the subaccount, and they can toggle whether it's visible to only them, or to all users. Or perhaps it can be linked to a contact record, and only assigned users (owners or followers) of that contact can view related proposals/estimates/documents/contracts -- whatever we're calling them these days

It would be useful for our situation if we could permission staff to only see Proposals / Estimates but not the rest of the Payments area content. This way staff can create/ send proposals without seeing the overall subaccount subscriptions / income etc.

For bigger realities who have a lot of Sales / HR people, it's extremely important to have more granular permissions on the documents & contracts settings, which right now is just on or off. People in those departments often need to modify contracts in ways that can't be predicted with templates but with current permissions they can also delete, modify and create problems with agreements sent from colleagues and templates. Which is a big security issue.

Right now, all users can view, generate, and delete other users' documents and contracts. That doesn't really make sense.

We need more 'Only Assigned Data' filters to ensure my staff can only view the documents and contracts they've created or sent. Also, an 'Assigned To' label so admins can easily see who sent each contract.