Create a report/track data about Pricing table items and show Line Item statistics with data export
Client would like a way to see how often they've quoted a particular line item in an export feature to track these statistics
Sarah O'Connor
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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Alvin Jorge PandaDoc commented
I am wanting to see how many items we are selling each month within a quote. For instance, we have quotes for machines, but within each machine quote there are optional accessories that the customer can purchase. I am wanting to know the amount sold for each accessory per month. I need this data to get a better idea of how many of each accessory to keep in stock. Please let me know if this is possible.
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Angelica Lapat
commented
To have a way to export open quotes to see the detail of quantities of catalog items
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Erin Hurley-Brown
commented
I am the person who originally submitted this idea. Specifically, I want the ability to indicate an item of interest (let's call it "Item A") in my PandaDoc catalog and generate a report showing how many times I *sold* this item (ie document status = "Completed" AND document includes Item A), along with the quantity sold, for a date range of interest. This will greatly help any Sales team using PandaDoc track exactly what they sold in the case that Panda doesn't already integrate with their accounting/CRM software. Thanks for your consideration!