72 results found
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Create/access Rooms from Pipedrive CRM
Create/access Rooms from Pipedrive CRM and pull the contact info via variables from Pipedrive to the documents in Rooms
4 votes -
4 votes
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Ability to use forms in Rooms
Ability to use forms in Rooms
4 votes -
Upload Documents to Rooms
Ability to let Recipients upload documents to a Room
4 votes -
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: 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 -
Access Image Library in Rooms
Have the ability to access the Image Library when adding images in Rooms.
3 votes -
Reorder items within the room
Reorder items (documents, folders) within the room
3 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
3 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
3 votes -
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 -
Filter rooms by the action plan completed
Is there any way to filter the rooms as per action plan completed?
3 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.
3 votes -
Access to Rooms on EU Server
We would like to be able to create Rooms on the EU server.
3 votes -
3 votes
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Preview pptx files in Rooms
Preview pptx files in Rooms
3 votes -
Share document to a room directly from the actual document
Customer would like to have the ability to share the document created from CRM directly from the actual document to the room.
3 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
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
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