Settings and activity
5 results found
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140 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Alison Lucas supported this idea ·
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39 votes
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!
An error occurred while saving the comment -
4 votes
An error occurred while saving the comment All the metrics in the reports are based on the end / user recipient rates. We need to be able to report on internal KPIs for staff users on the efficiency of approving quotes for the sales team to be able to send quotes.
Important reporting metrics
- First response time - time to respond/open a quote once it has been submitted for approval
- Number of edits - number of edits required on documents before approval
- Time to approve quote from submission to approval - see how long the quote approval process is -
33 votes
Hi,
Good news: we have already implemented this feature within External Automations (PandaDoc to external platforms recipes like CRMs, HR, and storage tools): This feature is available as a paid add-on for Business plan ($39 per month per account/ $468 per year per account) and is included in Enterprise plan. It's now ready for Early Access. If you'd like to test it, reach out to our support team and share this message with them.
Navigate to the Question Mark icon on the top right-hand side of your PandaDoc account and click on Live Chat to start a new conversation with our Support Team or click on Submit a request to send our team an email.
An error occurred while saving the comment This is crucial to avoid duplication, instead of manually updating this, every time there is a change to the products/price or catalog. It would also extend so that if a product library was being used in a template, that the product changes would also apply - i.e. if there was a description update or price update, as I understand these have to be inserted manually as well at the moment.
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89 votes
Hi,
Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!
This is critical to us - all the metrics are end users and we need that ability to track our internal rates to see how long the approval process is taking to sending out documents
- First Time to respond
- Time to approve documents
- Number of edits / changes in the document during the approval process