Easy way to tell what template was used for a document?


1 comment

  • Official comment
    Christopher Ragland

    Hello Lee-ann,

    Thank you for reaching out via the Forums.

    There are a few options available with our Advanced Reporting feature. This feature is available with our Business and Enterprise plans (with the Business plan it is a paid add-on). If you do not have this feature available already, then you will want to reach out to your PandaDoc Account Team. You can do this by contacting support@pandadoc.com, we are happy to help!

    Upon clicking the ‘Reporting’ tab, click on ‘Document efficiency’ on the left-hand side and then make sure to 'Sort by template' and click ‘Filters’ on the right-hand side as shown in the image below.

    Search for the appropriate Template and you will find all Documents created from that Template for the designated time frame. 

    Feel free to come back to the Forums anytime.

    Thank you for choosing PandaDoc!

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