Use Document Analytics to drive engagement

By: Tameeka Gilchrist

Your Pandadoc account has a powerful set of built in analytic tools that start working for you as soon as a document is sent.

What are Document Analytics?

Document Analytics helps you track the ways in which your recipients engage with your documents. Pandas are curious creatures and we dig deep to help you hone in on the data you need to move deals fast. 

If you have ever wondered whether or not your document was opened or wondered which sections of a proposal your recipients are spending time viewing (and who is spending the time on a given page), document analytics will show you!

By clicking on each recipient’s name, you can learn:

• The number of document views
• Total time spent on the document
• Last time viewed
• PDF Downloads
• If any links in the document were clicked

You can also view data by pages:

• Percentage of time spent per page 
• Total time spent on each page
• # of times a page is viewed
• Last time page was viewed

Document analytics can lead you to more effective client interactions by revealing areas where your recipients could get stuck because they need more information or clarification.  

Need more info on how it works? Watch our short video

Now that you’re ready to use Document Analytics, here are some common issues that can cause documents to get stuck in the sales cycle, and strategies for follow up:

Your Turn

How is your organization using Document Analytics to stay “in the know” and close deals faster?