57 results found
-
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 -
More content options for a Room Homepage
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
-
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
-
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
-
Freshsales integration for Rooms feature
Add more CRM integrations for the Rooms feature.
2 votes -
Rooms: Retrieval of customize email notification
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 -
Automatically send access into a pandadoc room once a form is signed
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 -
User Automations in Rooms
Currently we have Automations in place for our Documents. However, when we use Rooms and send Documents via Rooms, the automations are bypassed, and we have to perform manual tasks.
And example of this is uploading completed documents to our CRM upon completion. Which works great when we create a single document from a template. However, when we add documents to a room, The Automation doesn't activate, and we have to then manually complete the process if using Rooms.
1 vote
- Don't see your idea?