Report / Metrics: Created PD vs. Created CRM docs by user (Download a report for documents created from CRM integrations)
Would like to have a report to pull CRM created docs vs. PD created docs by user
Request rooted from QBR
16
votes
AdminPandaKat Olarte
(Customer Success Manager, PandaDoc)
shared this idea
-
Charmyn Marchan commented
The ability to download a list of documents created from CRM integrations only.