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7 results found
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166 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
Alison Lucas supported this idea ·
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45 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 -
5 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 -
7 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available.
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33 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
https://www.pandadoc.com/docs/cpq/how-to-guides/integrations/hubspot-product-catalog-sync/
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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203 votes
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature allowing to auto-update HubSpot deal products has been released! Please see this link for more information.
An error occurred while saving the comment Useless integration if it is only one way - without the ability to do this, it is very restrictive to use.
Also the ability to update the product catalog via the API is critical, and not having to manually upload this via a CSV file.
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93 votes
We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
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