By default all active templates are available to end users for generating PDF. Depending on the business scenario, you may want to restrict list of available templates based on the record stage, status or any other value. For example, if Opportunity is in Proposal stage, then only Proposal template should be available to end users. Similarly, if the Opportunity progress to Invoice, then only Invoice template should be available to end users.
Using PDF Rules, you can now map what templates are available based on field name-value pair. This is the same PDF Rules object we have configured previously, so all you have to do is enable below settings to restrict what templates users can use based on those rules defined.
Go to PDF Settings tab >> PDF Rules >> “Filter Templates” flag.
