62 results found
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Separate Room templates into folders
Separate Room templates into folders
3 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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Automatically create a new Room when a new client is added
When a new contact is added, a new Room gets created automatically for them as well (and they are added to it). That way, they are automatically able to view current and past documents in their "client portal".
3 votes -
Ability to use forms in Rooms
Ability to use forms in Rooms
3 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 -
Room User Owner reassignment
It would be nice to have the option to change the Room Owner or have it reassigned
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 -
Filter rooms by the action plan completed
Is there any way to filter the rooms as per action plan completed?
2 votes -
Hide rooms
Ability to hide rooms from users who are not part of them in the workspace
2 votes -
Rooms: only allow the assigned individual to "complete" the task from the task list
Currently, anyone with access to the room can mark off a task as completed. Would like to prevent this and only allow the member assigned to that task to be able to market as completed.
2 votes -
2 votes
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Bulk update room templates
If we create a room for our larger clients (which may be upwards of 500 rooms), we of course would build those rooms from a template with a landing page to introduce the client to our products and to help them navigate the portal. But what happens when we need to update the information in the room i.e. we have a change of process or need to add a new document to all 500 rooms? Do we have to make those changes manually one by one or are there bulk update features available?
2 votes -
Room: bundle templates
Option to bundle several templates from the Template tab under Rooms
2 votes -
2 votes
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Preview pptx files in Rooms
Preview pptx files in Rooms
2 votes -
share room templates between workspaces
Is there a way to share Room templates between workspaces like there is for Document templates
2 votes -
Rooms: Replace Home Page Template
Option to replace the Home page in a Room with another template without having to create a new Room from scratch.
2 votes -
Improve UI for Room Links
When trying to open a Link in Rooms Resources, it is not intuitive where to click to be directed to the web page. If you click at the wrong place, you might be directed to the error page or the wrong page.
2 votes -
Create a PandaDoc Room when deals reach a certain stage in HubSpot
Create a PandaDoc Room when deals reach a certain stage in HubSpot
2 votes -
2 votes
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