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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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45 results found

  1. add variables to the Room

    13 votes

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    1 comment  ·  Rooms  ·  Admin →
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    Hi,

    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.

  2. The ability to make rooms utilizing API

    7 votes

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    0 comments  ·  Rooms  ·  Admin →
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  3. Options for all members to receive the same notifications as the owner

    5 votes

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    0 comments  ·  Rooms  ·  Admin →
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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  4. Customer would like the rooms to have an additional notification to their client when they are already past due with the task.

    5 votes

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    0 comments  ·  Rooms  ·  Admin →
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  5. Option to arrange folders in Rooms

    4 votes

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    1 comment  ·  Rooms  ·  Admin →
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    Hi,

    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.

  6. Option to customize / white-label Room URLs.

    4 votes

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    1 comment  ·  Rooms  ·  Admin →
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  7. Support the ability to add a recipient to a Room using Zapier.

    4 votes

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    0 comments  ·  Rooms  ·  Admin →
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  8. 4 votes

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    0 comments  ·  Rooms  ·  Admin →
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  9. Create/access Rooms from Pipedrive CRM and pull the contact info via variables from Pipedrive to the documents in Rooms

    4 votes

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  10. 4 votes

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    0 comments  ·  Rooms  ·  Admin →
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  11. Ability to Integrate Rooms with Salesforce

    4 votes

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    0 comments  ·  Rooms  ·  Admin →
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  12. Ability to let Recipients upload documents to a Room

    4 votes

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    1 comment  ·  Rooms  ·  Admin →
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  13. Rooms: General Room chat feature for room members
    Allow all room members to communicate about action items in a general space within the room outside of a document. Allows vendor and customer high level visibility.

    3 votes

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    1 comment  ·  Rooms  ·  Admin →
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  14. Ability to use forms in Rooms

    3 votes

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    2 comments  ·  Rooms  ·  Admin →
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  15. Option to bundle several templates from the Template tab under Rooms

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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  16. 2 votes

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    0 comments  ·  Rooms  ·  Admin →
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  17. Preview pptx files in Rooms

    2 votes

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  18. 2 votes

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  19. Is there a way to share Room templates between workspaces like there is for Document templates

    2 votes

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  20. Customer would like to have the ability to share the document created from CRM directly from the actual document to the room.

    2 votes

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