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).
18
votes
AdminRyanne Doumet
(Admin, PandaDoc)
shared this idea
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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
