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Ideas to Improve PandaDoc: Documents & Data Management

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Track Negative Revenue Reporting Without Deleting The Document

We tried putting a negative number in our cancellation document but it does not reflect a negative amount in the revenue reporting.

7 votes

AdminAnonymous (Admin, PandaDoc) shared this idea · Sep 5, 2023 · Admin →

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dkirby commented · September 5, 2023 6:00 PM

This feature would be helpful for realistic revenue tracking, as things can change that decrement revenue (such as a cost reducing change order).

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Allison Shield commented · September 5, 2023 4:41 PM

Please please add this feature. Thanks!

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