71 results found
-
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 -
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 -
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
2 votes -
Email notification when ALL items in the Action Plan have been completed
Currently we get a notification when every single action item is completed, but not when the entire action plan has been completed. This would be preferred.
1 vote -
retain the formatting of the documents when downloaded as a Docx file
When we build a proposal and export it to .docx, the formatting is terrible and our prospects can see additional details that were hidden on the original document. It looks fine if we export as PDF but our clients want it in word format.
1 vote -
Ability to sort folders/files in PandaDoc Room
When creating a PandaDoc room or adding files/folders, it would be good to be able to control the sort order - or even if it defaults to sort by file/folder name. Then, Clients can be trained to use a standardized folder structure. E.g.:
01Contract
02Onboarding Docs
03Kickoff Call Notes
04Deliverables
05_FAQ Resources1 vote -
Rooms: default "all member access"
default access for all documents and files added to a room are "All members."
1 vote -
Password feature for PandaDoc Rooms
Have an additional security of utilizing passwords in PandaDoc Rooms
1 vote -
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 -
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 -
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
- Don't see your idea?