Settings and activity
7 results found
-
2 votesdkirby shared this idea ·
-
8 votes
An error occurred while saving the comment dkirby supported this idea · -
3 votesdkirby supported this idea ·
-
7 votes
An error occurred while saving the comment dkirby commentedThis feature would be helpful for realistic revenue tracking, as things can change that decrement revenue (such as a cost reducing change order).
dkirby supported this idea · -
67 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
An error occurred while saving the comment dkirby commentedUpvoting this. We feel this feature would be highly useful for setting lower approval thresholds for newer members of our team in training and higher approval thresholds for our more experienced team members.
This would let us smoothly train up our new users and add some streamlined support from co-workers helping our new team members get comfortable with our processes.
dkirby supported this idea · -
3 votes
An error occurred while saving the comment dkirby commentedAdding total value to the Documents API endpoint would streamline our ability to query the API for pulling data into Power BI and other reporting mechanisms, instead of doing a documents query and then a query for each returned document to ascertain the value.
This would be a load for our systems as well as PandaDoc's.
dkirby supported this idea · -
29 votes
An error occurred while saving the comment dkirby commentedWould definitely be a huge value add to have detailed reporting on the performance of individual templates and content items.
dkirby supported this idea ·
A Power BI integration would be hugely helpful so that we can visualize our data in combination with data from other tools, and ask more precise data questions!