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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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61 results found

  1. Ability to hide rooms from users who are not part of them in the workspace

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  2. 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

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  3. Option to bundle several templates from the Template tab under Rooms

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  4. 2 votes

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    0 comments  ·  Rooms  ·  Admin →
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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  5. Is there a way to share Room templates between workspaces like there is for Document templates

    2 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  6. Option to replace the Home page in a Room with another template without having to create a new Room from scratch.

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  7. 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

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    0 comments  ·  Rooms  ·  Admin →
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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  8. 2 votes

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    0 comments  ·  Rooms  ·  Admin →
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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  9. 2 votes

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    0 comments  ·  Rooms  ·  Admin →
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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  10. Add more CRM integrations for the Rooms feature.

    2 votes

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    0 comments  ·  Rooms  ·  Admin →
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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  11. 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

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    0 comments  ·  Rooms  ·  Admin →
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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  12. Can we create Room user groups that have standard accesses, like Internal vs External group 1, External group 2, etc.

    1 vote

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    0 comments  ·  Rooms  ·  Admin →
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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  13. default access for all documents and files added to a room are "All members."

    1 vote

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    0 comments  ·  Rooms  ·  Admin →
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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  14. 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

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    0 comments  ·  Rooms  ·  Admin →
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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  15. 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

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    0 comments  ·  Rooms  ·  Admin →
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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  16. 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

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    1 comment  ·  Rooms  ·  Admin →
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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  17. 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

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    0 comments  ·  Rooms  ·  Admin →
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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  18. 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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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  19. 1 vote

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  20. 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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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

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