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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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52 results found

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

    2 votes

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  2. 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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  3. 2 votes

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  4. 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

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  5. Option to bundle several templates from the Template tab under Rooms

    2 votes

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  6. 2 votes

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  7. Preview pptx files in Rooms

    2 votes

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

    2 votes

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  9. Option to replace the Home page in a Room with another template without having to create a new Room from scratch.

    2 votes

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  10. 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

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  11. Separate Room templates into folders

    2 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.

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

    2 votes

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  13. 2 votes

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  14. Add more CRM integrations for the Rooms feature.

    2 votes

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  15. Customer would like to have an option to retrieve the customize notification that they created when they send an invite to the room

    2 votes

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  16. Automatically send access to a specific pandadoc room once a form (in our case, an NDA) is signed

    We want to use pandadoc for our data rooms to keep the NDA's/ data rooms for businesses on one platform

    2 votes

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  17. It would be great if we could organize the tasks we have in the Room by date, or any other way we'd like, by just sorting it, like we do in the rest of the app. Right now we have to drag them to place in the order we need, which can work for some, so it shouldn't be blocked, but doing it automatically would save a lot of time.

    1 vote

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

    1 vote

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  19. Rooms can not be sorted by the name of the room itself, aka alphabetically, or by date without knowing something about the room. If I want to search by date I need to input dates instead of sorting all available rooms by date/name.

    Or just a basic sort function toolbar instead of the in depth one available for the "date" search that is there. By this I mean a dropdown menu similar to most sites that have lists, so I can sort all the rooms by date, name, etc.

    1 vote

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  20. When viewing your list of rooms or documents, a smaller page width due to browser window size collapses the name of the Room, which is the most important info. Add column resize controls or code a different column to respond to browser page width.

    1 vote

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