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
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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!