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create a report from the documents created per recipient

create a report from the documents created per recipient

13 votes

Jomarie Papas shared this idea · Jul 28, 2021 · Admin →

Idea ·

AdminValeryia Baranava (Admin, PandaDoc) responded · May 13, 2022

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Angelica Lapat commented · January 5, 2023 4:17 PM

organize completed documents alphabetically by the recipient

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AdminPandaKat Olarte (Customer Success Manager, PandaDoc) commented · November 30, 2022 7:12 PM

The report should display the core template used to create document and origination (PD vs. CRM).
(TPM)

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