57 results found
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Progress/Status Update Option for Rooms Feature
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.
1 vote -
Enable ways of organizing the tasks inside the Room by date so it appears to the client in the correct order.
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 -
Access to Rooms on EU Server
We would like to be able to create Rooms on the EU server.
1 vote -
Rooms being sorted by name of room
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 -
Add Column Width Controls - Names of Rooms and Docs Are Hidden
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 -
Restrict members of the Room from downloading documents
The ability to restrict members who will come into the Room from downloading the documents attached instead of going to the document itself and restricting from there.
1 vote -
1 vote
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assign an approver to an entire room as well as to a regular folder
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 -
Bulk Upload Documents for Sharing in Rooms
Upload more than 5 files at a time to use as a hub for file sharing among businesses or clients.
1 vote -
Rooms tasks linked with document status
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 -
1 vote
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1 vote
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Presentation via PowerPoint in Rooms / Ability to Pre select docs to show in the rooms and Sharing Rooms into other Workspaces
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 -
1 vote
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Rooms - add documents from all workspaces or ability to switch workspaces within a room to import a document to the active workspace
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 -
Rooms - Multi-select documents for one task
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 -
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
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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