Settings and activity

2 results found

1. Overview tab in the Home view

   4 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Delete…  ·  Admin →
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   robert reynolds commented  ·  Aug 18, 2023  ·  Delete…

   I manage a sales team and we loved the old dashboard. I want my team to see exactly how many contracts they have out and their $value of sent, viewed, completed, expired. The new dashboard has less information compared to the old dashboard.

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   robert reynolds supported this idea  ·  Aug 18, 2023

2. Export specific data from Reporting, based on filters

   15 votes

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   1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   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!

   Saving reports

   robert reynolds supported this idea  ·  Mar 14, 2023