More Robust Analytics Reporting
The ability to have more robust reporting similar to how granular reporting in CRMs can be by using segmenting. For example, pulling close rate and time to close only for sent documents that have eSignature field(s).
AdminRyanne Doumet
(Admin, PandaDoc)
shared this idea
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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Anonymous commented
schedule extraction feature will be greatly help as well
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more precise follow up on activities link to the document sent (ie: knowing exactly what has been received, confirmation of receipt, etc.).
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Carol Micklethwaite
commented
Enable reporting by company name, username, product catalogue (product specific at times), date range,
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Nani Ancheta
commented
automated report on status of pandadoc, how many viewed, declined pending etc. Those declined with remarks as to why its declined
