We have five products, which correspond to five Quote Templates. I’d like to see how many (and the dollar amount) of Quotes are going out by product type, which equates to “by Quote Template.”
Panda Doc allows this, and it’s been incredibly useful.
Status: Idea Submitted
We have five products, which correspond to five Quote Templates. I’d like to see how many (and the dollar amount) of Quotes are going out by product type, which equates to “by Quote Template.”
Panda Doc allows this, and it’s been incredibly useful.