Document tracking software

Get a complete document audit trail with PandaDoc to see if your document is opened, viewed, or completed. Drill down to see what actions each recipient takes once they receive your document.

Document tracking software
decrease in time-to-close
30%
closed deals per month
2x
decrease in document 
creation time
65%

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.

Contract Analytics

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.

Activity

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.

Document - Workflow - Agreement

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.

Dashboard - Times used

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.