Detailed reporting
In our reporting, customer would like the date filter applied to all reports. They want to have it on the upcoming renewals, they want to look at their content library and see what content was in the rejected documents and what content was in the signed documents. This helps them create more effective content for their library just like how we use the template report to help them AB test their templates to see which one is better.
8
votes
Hiep Nguyen
shared this idea
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AdminSara Rodriguez (Admin, PandaDoc) commented
1. Number of Docs that have different Creator & Signer (Xero Signatory)
2. List of Docs grouped by Signer (Xero Signatory)