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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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71 results found

  1. Ability to change background color in rooms.

    3 votes

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    1 comment  ·  Rooms  ·  Admin →
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  2. Transfer Rooms between workspaces.

    3 votes

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    0 comments  ·  Rooms  ·  Admin →
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  3. Is there any way to filter the rooms as per action plan completed?

    3 votes

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  4. We would like to be able to create Rooms on the EU server.

    3 votes

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  5. 3 votes

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

    3 votes

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  7. Separate Room templates into folders

    3 votes

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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.

  8. Create a PandaDoc Room when deals reach a certain stage in HubSpot

    3 votes

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    0 comments  ·  Rooms  ·  Admin →
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  9. Ability to use forms in Rooms

    3 votes

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    2 comments  ·  Rooms  ·  Admin →
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  10. 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?

    2 votes

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  11. Have the ability to access the Image Library when adding images in Rooms.

    2 votes

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  12. 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

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  13. Reorder items (documents, folders) within the room

    2 votes

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  14. Option to be able to identify who is accessing the room via link with full name plus email.

    2 votes

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  15. 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

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    0 comments  ·  Rooms  ·  Admin →
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  16. Would like to be able to add attachments such as a PDF to the home page

    2 votes

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    1 comment  ·  Rooms  ·  Admin →
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  17. 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.

    2 votes

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  18. Ability to hide rooms from users who are not part of them in the workspace

    2 votes

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  19. 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

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  20. 2 votes

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