Falck Ambulance shortens their billing cycle by six months
Document tracking software
Get a complete document audit trail. See if your document is opened, viewed, or completed. Track all of the actions each recipient takes once they receive your document.
- increase in completed docs
per month - 87%
- decrease in document
creation time - 50%
- increase in close rate
- 36%
Advanced document tracking and analytics
Track recipient behavior
PandaDoc’s document analytics report on recipient behavior such as total time spent, times viewed, last view, PDF download, and if any links were clicked. Understand if your recipients are engaged or distracted.
Always stay notified
Receive automated email notifications the moment your document is opened and completed by a recipient. Stay on top of your documents and know exactly when it’s time to follow-up.
Test your best documents
Tracking document and recipient analytics gives you the full picture of how your documents perform. A/B test your documents and improve your engagement rates so that your documents achieve better results.
Focus on the right data with report customization
Customize and save reports for a specific time period and adjust the content so it matches your business standards. Find powerful insights in the document workflow and analyze your team’s performance.
Determine your next moves
Take a deep dive on page analytics and review time spent on the page, times viewed, percentage of time spent on page, and the last page view. Use these insights to figure out how to approach your recipient.
Communicate value to stakeholders
Visualize and trend performance with powerful reporting capabilities. Transform raw data into actionable insights, charts, graphs, and tables that highlight the most important takeaways to decision-makers in a digestible format.
"Its process tracking tool for tasks allows us to always keep track of their progress. PandaDoc offers a varied and dynamic workflow management, which can be managed even without the need to be connected to the internet. We like that it allows to work the processes of payment of comfortable way, and that its file…"
Salesperson, Small-Business
Customer stories
Thousands, 50,000 actually, use PandaDoc each day to make their document process painlessly simple.
Frequently asked questions
What exactly am I able to track with PandaDoc’s analytics?
Analytics are broken down by each recipient you send to and include: number of times viewed; last time accessed; total time spent; PDF download; and If any “links” were clicked.
Analytics are also organized by each page and include: percentage of time spent on this page (measured in seconds); time spent on the page; number of times a page is viewed; and last time page was viewed.
What does a PandaDoc audit trail show me?
The audit trail provides a step-by-step history of document status changes－from creation to completion. If you enabled workflow approvals for your internal team, you will also see this in a document audit trail.
How can I track a document sent to multiple recipients?
If you sent a document to multiple recipients you can click their name and view their individual analytics.
Streamline your document workflow
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