How to View Basic Analytics in PandaDoc

Updated on:

May 12, 2026

By:

Use this interactive demo to learn how to check document analytics and track engagement in PandaDoc.

Quick summary

PandaDoc's built-in document analytics let you track engagement and review key metrics for any sent document directly from your dashboard. In just a few clicks, you can open the Analytics tab inside any document to see real-time recipient activity data.

Steps

Navigate to the Documents tab in your PandaDoc dashboard.
Click on the document you want to analyze.
Inside the document, locate and click the Analytics tab to view tracking data.
Review the key metrics and monitor recipient engagement from the analytics view.

📌 Why this matters

PandaDoc's document analytics give sales and operations teams instant visibility into how recipients interact with proposals, contracts, and quotes. Knowing exactly when a document was opened, which sections received the most attention, and how long a recipient engaged helps teams prioritize follow-ups and close deals faster. This feature eliminates guesswork from the sales process by replacing anecdotal feedback with real-time engagement data. For any business relying on document-driven workflows, built-in analytics is a critical tool for improving conversion rates and shortening the sales cycle.

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