Track recipient behavior
Monitor all the actions and changes with a document from draft to completion. See when your document is opened, viewed, and completed.
Keep track of document changes with an audit trail and history
Be aware of who did what and when with your documents.
Manage document workflows precisely
Boost data security
Gain insights on whether a document was improperly modified or if there has been a security breach. Monitor activities per each user and eliminate unauthorized document access.
Comply with industry regulations
Maintain an accurate electronic signature audit trail to meet industry-specific compliance mandates. Preserve a log of records to prove that appropriate processes and controls are in place.
Optimize document workflows
Take a deep dive on page analytics to figure out how your team engages with a document. Find powerful insights in the document workflow and analyze your team’s performance.
Where an audit trail and history are most applicable
Proposals
See which parts of a proposal get the most interest for your recipients. Use these insights to figure out how to better approach clients and prospects alike.
Contracts
Stay aware of any changes that happen to your contract from beginning to completion. Make use of an electronic signature audit trail to enhance transparency of the process.
Quotes
Mitigate legal and financial risks by using audit trail for quotes. Keep a record of all activities related to generating, revising, approving, and sending quotes to customers.
Enjoy easy setup and implementation
Create an account with PandaDoc
Sign up for PandaDoc’s 14-day trial. The audit trial and history are available in every paid plan and enabled by default.
Review history for sent documents
Open the sent document, click audit trail in the top right and you will see the list of activities for this document — what event happened, who did it, and when.
Analyze your approval workflow
If you have enabled the Workflow Approval feature for a document, you will see a respective action log — who sent a document for approval, who approved it and when.
Learn more about audit trail and history
Frequently asked questions
What is an audit trail?
An audit trail is a step-by-step history of document status changes. It contains timestamps, user identifications, and detailed records of actions taken.
Why is an audit trail important?
To start using the document tracking feature, sign up for either the Essentials, Business, or Enterprise plan.
Is document tracking available via the mobile app?
Yes! Tap inside the Timeline section to see detailed tracking data, and use the Dashboard section to see an overview of your document activity.
How do I send a reminder to a recipient?
Tap into a recipient’s name to see activity statistics. Click the Send manual reminder button to forward a notification to a recipient’s email.