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8 results found

  1. Add a "month to date" option for reporting

    1 vote

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    dkirby shared this idea  · 

  2. Break numbering in text, to continue from the other point in the document. Choose a number from which a numbered list starts.

    333 votes

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    45 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    In development  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi, we have good news! We have already started working on this feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via a notification inside PandaDoc.

    dkirby supported this idea  · 

  3. Microsoft Power Bi

    7 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    dkirby commented  · 

    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!

    dkirby supported this idea  · 

  4. Improve API to better integrate with Power BI

    3 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    dkirby supported this idea  · 

  5. Track Negative Revenue Reporting Without Deleting The Document

    7 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    dkirby commented  · 

    This 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  · 

  6. [Approvals]: Make approvers user based [WORKAROUND PROVIDED]

    65 votes

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    18 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    dkirby commented  · 

    Upvoting 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  · 

  7. API Improvement (total value added to this endpoint to reduce API calls)

    3 votes

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    1 comment  ·  Ideas to Improve PandaDoc » API  ·  Admin →
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    dkirby commented  · 

    Adding 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  · 

  8. Detailed reporting: Date Filter, Content Library, Upcoming Renewals

    26 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    dkirby commented  · 

    Would definitely be a huge value add to have detailed reporting on the performance of individual templates and content items.

    dkirby supported this idea  ·