71 results found
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retain the formatting of the documents when downloaded as a Docx file
When we build a proposal and export it to .docx, the formatting is terrible and our prospects can see additional details that were hidden on the original document. It looks fine if we export as PDF but our clients want it in word format.
3 votes -
Rooms: option to use custom fonts
Inherit custom fonts uploaded and available in Templates when creating or editing the Home page
4 votes -
Rooms: Hubspot variables support
I'm trying to pre-populate the content in the Room with Hubspot fields, but it's not pulling them in.
Do Hubspot fields not pull into Rooms?3 votes -
Email notification when ALL items in the Action Plan have been completed
Currently we get a notification when every single action item is completed, but not when the entire action plan has been completed. This would be preferred.
2 votes -
HTML on Rooms feature
The ability to insert/embed HTML or a code block in Rooms.
4 votes -
Room User Owner reassignment
It would be nice to have the option to change the Room Owner or have it reassigned
5 votes -
Access Image Library in Rooms
Have the ability to access the Image Library when adding images in Rooms.
3 votes -
Change background color in rooms
Ability to change background color in rooms.
4 votes -
Automatic expiration for Deal Rooms: auto-archive or delete a Room after X days of inactivity
Introduce the ability to set an automatic expiration or retention policy for Deal Rooms, such as auto-deletion or archiving after a specified period of inactivity or after a set number of days.
2 votes -
Ability to sort folders/files in PandaDoc Room
When creating a PandaDoc room or adding files/folders, it would be good to be able to control the sort order - or even if it defaults to sort by file/folder name. Then, Clients can be trained to use a standardized folder structure. E.g.:
01Contract
02Onboarding Docs
03Kickoff Call Notes
04Deliverables
05_FAQ Resources1 vote -
Reorder items within the room
Reorder items (documents, folders) within the room
2 votes -
Password feature for PandaDoc Rooms
Have an additional security of utilizing passwords in PandaDoc Rooms
2 votes -
Option to be able to identify who is accessing the room with full name plus email.
Option to be able to identify who is accessing the room via link with full name plus email.
2 votes -
Bulk add users in a Room
I need to create a bunch of rooms, and would like to know how to add specific members in bulk to different rooms.
To add them one by one takes forever
2 votes -
Option to add attachments to the Room home page
Would like to be able to add attachments such as a PDF to the home page
2 votes -
Rooms: option to arrange folders
Option to arrange folders in Rooms
9 votesHi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
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Rooms: default "all member access"
default access for all documents and files added to a room are "All members."
1 vote -
Add variables to the Room
add variables to the Room
26 votesHi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
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Transfer Room to another workspace
Transfer Rooms between workspaces.
3 votes -
Progress/Status Update Option for Rooms Feature
Progress/Status Update Option for Rooms Feature - for each task in PandaDoc rooms, have the option to update the status of each task ex. not started, in progress, delayed, not appliable, complete.
3 votes
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