By: Liz Hobbs
Not all deals are created equal, and PandaDoc can help you differentiate the ones worth going after from the wishy-washy time-wasters. But how?
When you first log in to PandaDoc you land on the Dashboard.
The status tiles visually summarize your pipeline. This allows you to focus on who is responding and how they are responding. Immediately the declined (recipient turned you down), sent (recipient hasn’t opened it yet), and viewed (recipient has opened it) is obvious. You know who is responding and who is not. Click on the arrow to the right of 'Waiting for others' to see more status options.
At this point, you can use the information at your disposal to determine if the recipient is worth your time.
The Product team at PandaDoc created a Document Activity and Analytics that will help you understand recipients’ intent.
The Audit Trail provides a list of every interaction your prospect has had with the document. This gives you an idea of their engagement. From this, you can determine patterns and timing all of which provide clues to the prospect’s sense of urgency.
When you use Document Analytics you can see an individual recipient and their interaction with the document. This feature allows you to see how many times the prospect has viewed the document, total time spent on the document, what pages they’ve looked at, and whether or not they have downloaded a copy.
All of this information together will help you prioritize your day and ultimately close more deals.
How do you leverage PandaDoc to determine if you can count on a deal?
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