PandaDoc Analytics
Use PandaDoc Reporting and Document Analytics to maximize your team's performance and streamline Document management. In this 20-minute course, you will gain the knowledge and skills to unlock valuable insights into your team's productivity and ensure the timely completion of every document your team sends. (Learn more...)
PandaDoc Analytics
Use PandaDoc Reporting and Document Analytics to maximize your team's performance and streamline Document management. In this 20-minute course, you will gain the knowledge and skills to unlock valuable insights into your team's productivity and ensure the timely completion of every Document your team sends. This course consists of 2 lessons and includes visuals and processes to become familiar with the Analytics tools within PandaDoc as well as a simulation to help you practice what you've learned.
This course is designed for:
- PandaDoc users who have the account role of Admin, Account Owner, or Manager
- Users who want to get the most out of their Analytics
By the end of this course, you will be able to:
- Identify how PandaDoc Analytics can benefit you and your team
- View and create customized reports
- Use PandaDoc Analytics to gain valuable insights into your workflows within Workspaces, Documents, and Templates, allowing you to make data-informed decisions
Availability:
- Reporting - Admin and Manager account roles
- Recipient Analytics and Document Info panel - All roles