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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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51 results found

  1. 1 vote

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    0 comments  ·  Rooms  ·  Admin →
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  2. Ability to assign an approver to an entire room, rather than to individual documents. They would like to have a team member draw up the documents, add to a room, and then once all 7 documents are ready for review, send an email to the manager, who can then review and send the room to the client. They would prefer the notifications to be applied to only the whole room, and not individual emails for each document. And ability to assign an approver to a regular folder?

    1 vote

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    0 comments  ·  Rooms  ·  Admin →
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  3. Upload more than 5 files at a time to use as a hub for file sharing among businesses or clients.

    1 vote

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  4. It would be great if the tasks in the Rooms are able to link with documents. When documents get signed, or payments are made.

    1 vote

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  5. 1 vote

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  6. 1 vote

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  7. Since we have rooms to be used for customers and clients as some sort of a Data Base management storage for all needed documents, video training, and links. It would be beneficial also to incorporate the following:

    • Use of PowerPoint to be a part of Presentation in Rooms
    • Share Rooms across Worksapces
    • Ability to Pre-selecting docs to show in the rooms (For Client visibility)
    1 vote

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    1 comment  ·  Rooms  ·  Admin →
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  8. 1 vote

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    0 comments  ·  Rooms  ·  Admin →
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  9. Rooms - add documents from all workspaces or ability to switch workspaces within a room to import a document from another workspace into the active workspace

    1 vote

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  10. https://drive.google.com/file/d/1p6-IFYc2Vu7bQGN12wdZzTfoXdKC7RPq/view?usp=drivesdk

    It would benefit to multi select several documents at the same time for a specific task.

    1 vote

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  11. Option for text block to spill over on another text block on the same page once theres no more room on the initial text block. same as 2 column layout in WORD

    1 vote

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