24 results found

1. 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

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   1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   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!

2. Metrics and Reporting: API: document performance (efficiency) with sandbox and live separated

   Metrics and Reporting: API: document performance (efficiency) with sandbox and live separated
   At the moment, sandbox and live metrics are combined. Would like the sandbox not to affect the true API performance and to include time to close, sent to completed, and other metrics presented.

   4 votes

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   1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   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!

3. Completed date in reporting that corresponds with final signer

   Hi!
   Could you please add the final signature as a variable/column in reporting? Currently, the 'time to complete' is based on the median of signers. In our case, the first signer is internal (CEO) and the date that truly matters to us is the date the customer signs.

   And yes, I know that we can include the CEO signature in the template and let the approval flow via the approving functionality. The issue here is that this solution will not allow us to capture historical data. Moreover, quote approval on CEO level is currently in use above a certain discount percentage.

   Bottom line: The raw data should be there. As PandaDoc can calculate the median and the second signer completing the document is in the audit trail. It simply needs to be shown in the reporting if you ask me.

   Thanks!

   Hi!
   Could you please add the final signature as a variable/column in reporting? Currently, the 'time to complete' is based on the median of signers. In our case, the first signer is internal (CEO) and the date that truly matters to us is the date the customer signs.

   And yes, I know that we can include the CEO signature in the template and let the approval flow via the approving functionality. The issue here is that this solution will not allow us to capture historical data. Moreover, quote approval on CEO level is currently in use above a certain discount… more

   2 votes

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   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!

4. Enhanced Tagging System

   Enhanced Tagging System

   Overview:

   Our current tagging system serves as a foundation for organizing content within our platform. However, to further streamline content management and ensure consistency across various elements such as templates, documents, and content library items, we propose an enhanced tagging system. This system would facilitate the seamless flow of tags from content library items to templates and subsequently to documents, promoting efficient updates and maintenance processes.

   Key Features:

   Tag Propagation: Tags assigned to content library items should propagate to associated templates when incorporated, either through Smart Content integration or manual insertion into documents.

   Template-to-Document Tag Transfer: Tags associated with templates should transfer to generated documents, ensuring continuity and consistency in tagging throughout the content creation process.

   Benefits:

   Improved Content Management: With tags flowing seamlessly across content library items, templates, and documents, users can easily locate and update relevant content without manual re-tagging, enhancing overall efficiency.

   Consistency and Accuracy: By maintaining consistent tags throughout the content lifecycle, users can ensure accuracy and alignment with organizational standards, reducing the risk of discrepancies or errors.

   Scalability: Particularly beneficial for organizations handling large volumes of content, this enhanced tagging system supports scalability by simplifying the management of extensive libraries and templates.
   Implementation Considerations:

   User Interface Enhancements: Implement intuitive interfaces for tagging content at each stage, ensuring accessibility and ease of use for all users.

   Integration with Existing Features: Seamlessly integrate the enhanced tagging system with existing functionalities, minimizing disruptions to workflow and maximizing user adoption.

   Data Migration Support: Provide tools or processes to facilitate the migration of existing tags to the new system, enabling a smooth transition for current users.

   Conclusion:

   By implementing an enhanced tagging system that facilitates the flow of tags from content library items to templates and documents, we can significantly improve content management efficiency and ensure consistency across all stages of content creation. This feature enhancement aligns with our commitment to providing robust solutions that address the evolving needs of our users.

   Enhanced Tagging System

   Overview:

   Our current tagging system serves as a foundation for organizing content within our platform. However, to further streamline content management and ensure consistency across various elements such as templates, documents, and content library items, we propose an enhanced tagging system. This system would facilitate the seamless flow of tags from content library items to templates and subsequently to documents, promoting efficient updates and maintenance processes.

   Key Features:

   Tag Propagation: Tags assigned to content library items should propagate to associated templates when incorporated, either through Smart Content integration or manual insertion into documents.

   Template-to-Document Tag Transfer: Tags… more

   2 votes

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates.