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susfeig
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Membre depuis ‎juil. 14, 2019
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susfeig le Mai 12, 2022
Using Quotes to create detailed Proposals and Contracts
With the recent updates to the Product/Line Item module, I was very excited to be able to use the Quotes feature for proposals and contracts. We use PandaDoc to provide my Sales Team with a tool to create proposals, and contracts, using templates a Lire la suite
Répondre Idée Deals Products and Quotes Sales Documents Snippets & Templates
20 Mentions J'aime
7 Réponses
susfeig le Décembre 08, 2021
How do other sales leaders handle their multi-currency reporting?
I'm wondering how others handle the following situation: Our business has a UK business entity, a US business entity, an Australian entity, and a South African entity. We use Hubspot across all of the businesses. We accept multiple currencies Lire la suite
Répondre Discussion Analytics Tools best practices Dashboards Deals Reports
4 Mentions J'aime
3 Réponses
susfeig le Novembre 29, 2021
Sales Document - Notify the deal owner who is using the document, not just the creator
I would like to set up a sales document so that any users that send out the document also receive notifications when it is accessed. As a Sales Leader, I often upload the collateral I would like my team to be using. Right now if they include the Lire la suite
Répondre Idée Sales Documents
1 Mention J'aime
0 Réponse
KeeganSmith87 le Avril 23, 2020
Reporting feature should offer percentages
We're struggling with the inability for reporting to display percentages versus JUST numbers. For instance, in this example: If you have the TOTAL number of the stacked bar and the sub numbers broken out already, to also have the abi Lire la suite
Répondre Idée Marketing Reporting Sales Reporting
232 Mentions J'aime
67 Réponses
susfeig
Membre
Novembre 03, 2021
When is this coming??? Should be an option at least in the pivot table report function
susfeig le Novembre 01, 2021
Avg Monthly or Weekly Sales
As the Chief Revenue Officer for my organization, for forecasting purposes by Sales Rep, I would like a report that shows me average TOTAL sales by week, month or year, over a specific time period. As far as I can tell, currently, I am only able t Lire la suite
Répondre Idée Dashboards & Reports Sales Reporting
1 Mention J'aime
0 Réponse
susfeig le Novembre 01, 2021
Pivot tables in different currencies
We were very excited about the addition of the pivot table format for reporting. However, we were disappointed to learn that we are limited to running pivot tables in one currency - our Company Currency. For this tool to be most useful, we would l Lire la suite
Répondre Idée Sales Reporting
0 Mention J'aime
0 Réponse
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