Detailed reporting: Date Filter, Content Library, Upcoming Renewals
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.
Hiep Nguyen
shared this idea
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Jaynna Ellis Dela Llana commented
Please include the email address, name, and all the variables in the document be available in reporting.
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dkirby
commented
Would definitely be a huge value add to have detailed reporting on the performance of individual templates and content items.
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AdminKelly Brennan (Admin, PandaDoc) commented
This is a must-have for Autodesk and several other accounts that are utilizing the Content Library for marketing/sales purposes. Its important to understand which CLIs are being used for tracking which marketing material works and which ones need to be edited or updated. Its super important to know not only which docs are being viewed the most, but also understand what was the content that was being used on these (so the team can be more effective with their outreach).
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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)