Track docs from the start
Tracking begins when documents are created. Changes are automatically logged in the document audit trail.
Streamline your business processes with automated audit trails and tracking for every document in your workspace.
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Document tracking helps users monitor and manage the status of a document throughout its lifecycle.
As documents move through drafting and approval processes and are finally sent to intended recipients for review and e-signature, document tracking can keep you informed every step of the way.
With PandaDoc, document tracking is part of a larger document ecosystem. Users can create documents from scratch, send them to intended recipients, capture e-signatures and payment, and store completed documents in a dedicated repository.
The best part: PandaDoc can handle all aspects of the document lifecycle, so you never have to leave the platform.
Tracking begins when documents are created. Changes are automatically logged in the document audit trail.
Use analytics to understand how stakeholders interact with each page of your proposals and contracts.
Leverage analytics data to build better templates, improve document workflows, and close deals more quickly.
Say goodbye to document tracking spreadsheets!
Every PandaDoc document includes a real-time dashboard that shows what changes have been made in a document throughout its entire lifecycle.
Learn when documents are created, viewed, changed, sent, and signed all in one place.
Gain key insights into how your documents are handled via cutting-edge tracking tools.
See which parts of your contracts and proposals get the most and least engagement, then use those details to optimize your templates for even better performance.
Test the results of your changes with a new set of documents, and repeat.
Use document sharing and tracking to review team actions when collaborating on a proposal.
Learn who has accessed and edited specific documents, as well as when and where those changes were made.
Tracking these changes and inputs can help teams create more accurate and beneficial proposals between project stakeholders.
Sales teams
Reps who track their documents can close deals faster with real-time insights into customer engagement.
By learning which teams interact with documents, it’s easy to send effective follow-ups and personalized communication that lands at just the right time.
Review and track document analytics
Creating and tracking docs with the PandaDoc mobile app
While some companies may charge extra for DTS services, PandaDoc offers document tracking as part of any standard pricing plan.
This key feature automates document tracking and the integrated functionality helps to ensure authenticity for every type of document.
Industry leaders often import CRM data from Salesforce or HubSpot into PandaDoc and use the platform to prepare and send documents.
When that happens, documents stay within PandaDoc, and any activity related to that document is automatically tracked.
During document creation, it’s possible to export PandaDoc files as PDF or DOCX. If documents are downloaded from the platform and sent as an attachment, PandaDoc won’t be able to log user activity.
The document tracking feature includes the following statistics: times viewed, total time spent, last view, PDF download, and if any links were clicked.
Additionally, team members will be able to see when a document status was changed, both through manual action and through automated functionality, such as e-signing a document to complete it.
Document reminders can be set within the document menu to send automatically on a weekly basis or prior to a predetermined expiry date.
It’s also possible to send manual reminders to individual recipients in order to prompt a follow-up or notify stakeholders of a document change.
Learn when and how document status changes.
Leverage onboard sales document tracking to learn when documents are opened and completed by recipients.
Stay on top of your documents and know exactly when it’s time to follow up.
Automatically defend against non-repudiation with an auditable record of all user activity inside a document.
Ensure contract validity and protect confidential information for every sent document.
Offer unique, digital certificates upon e-signing to ensure document validity and authenticity.
Consult a detailed list of changes using onboard version control and document tracking systems.
Learn what changed, and who interacted with your documents. Keep out unwanted guests by using permissions to restrict document access.
Why document control is important
PandaDoc’s HubSpot integration is second to none in comparison to competitors. It allows us to get a lot of information from the CRM directly into PandaDoc.
92%
reduction in proposal creation time
20%
reduction in customer acquisition costs
PandaDoc has a personal touch — they listen, adapt, and support us like true partners. This has made all the difference. I know I can reach out to them anytime. They take their time to walk us through everything, and I can trust that they’ll help us resolve any issues quickly.
25%
more documents sent per month
46x
faster to get a signature compared to Docusign
PandaDoc has enhanced the purchasing experience for our buyers and sales team. We’ve halved proposal creation time while demonstrating value in every single proposal. It’s helped us close more deals, save time and maintain our brand’s integrity.
50%
reduction in proposal creation time
84%
of proposals viewed by prospects
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