67 results found
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3 votes
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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 -
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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Ability to use forms in Rooms
Ability to use forms in Rooms
3 votes -
Ability to transfer ownership of a Room
Ability to transfer ownership of a Room
2 votes -
Access Image Library in Rooms
Have the ability to access the Image Library when adding images in Rooms.
2 votes -
Automatic expiration for Deal Rooms: auto-archive or delete a Room after X days of inactivity
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 -
Reorder items within the room
Reorder items (documents, folders) within the room
2 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 -
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 -
Access to Rooms on EU Server
We would like to be able to create Rooms on the EU server.
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
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