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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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68 results found

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

    1 vote

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    0 comments  ·  Rooms  ·  Admin →

    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. 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 →

    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. 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 →

    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. 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 →

    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. 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 →

    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. 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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    0 comments  ·  Rooms  ·  Admin →

    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. 1 vote

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    0 comments  ·  Rooms  ·  Admin →

    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. 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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    0 comments  ·  Rooms  ·  Admin →

    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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