PandaDoc
Filament

Ask questions about your PandaDoc data

Connect PandaDoc to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.

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PandaDoc tracks document status and completion rates, but understanding which sales activities drive the fastest signatures or how contract values correlate with deal sources requires connecting to your CRM and sales tools. Filament links PandaDoc document data to your sales pipeline and answers questions about contract velocity, template performance, and revenue forecasting in plain English.

Metrics dashboard
Finance dashboard
SEO dashboard

Track PandaDoc KPIs with Filament Analytics

Connect your PandaDoc account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.

View documentation

Key PandaDoc metrics you can track in Filament:

Documents
Track document lifecycle from creation to completion with status, date_created, date_completed, date_sent, and total_price. See which templates convert fastest and where documents stall.
records:
statusdate_createddate_completeddate_senttotal_price
Document Recipients
Monitor recipient engagement with recipient_email, date_sent, date_viewed, date_completed, and signing_order. Identify bottlenecks in multi-signer workflows and track time to signature.
records:
recipient_emaildate_sentdate_vieweddate_completedsigning_order
Document Pricing
Analyze deal values with pricing_tables, line_items, subtotal, discount, and tax. Connect contract values to sales pipeline data for accurate revenue forecasting.
records:
pricing_tablesline_itemssubtotaldiscounttax
Contacts
Track contact details and document history with email, company, date_created, and document_count. See which contacts require the most follow-up and which close fastest.
records:
emailcompanydate_createddocument_count
Templates
Measure template performance with name, date_created, date_modified, usage_count, and completion_rate. Identify which templates need optimization and which drive the fastest conversions.
records:
namedate_createddate_modifiedusage_countcompletion_rate
Forms
Analyze form submission data with form_id, submission_date, field_values, and completion_status. Connect form responses to downstream sales outcomes.
records:
form_idsubmission_datefield_valuescompletion_status
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Combine PandaDoc with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, PandaDoc lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.

attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support
attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support

Your PandaDoc data gets even more powerful when combined with other tools:

PandaDoc
Salesforce

PandaDoc + Salesforce

Connect PandaDoc document completion data with Salesforce opportunity stages to see which pipeline activities drive the fastest contract signatures and identify where deals stall between proposal and close.

PandaDoc
HubSpot

PandaDoc + HubSpot

Connect PandaDoc contract values with HubSpot deal sources to track which marketing channels and campaigns generate your highest-value signed agreements and build a kpi dashboard for sales velocity.

PandaDoc
Stripe

PandaDoc + Stripe

Connect PandaDoc signed documents with Stripe payment data to analyze time between signature and first payment, identify revenue recognition delays, and forecast cash flow from pending contracts.

Benefits of Filament's PandaDoc Integration

Ask in plain English

Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

How it works

Step 1: Connect your PandaDoc account

Connect your PandaDoc account to Filament and get instant access to your data. No technical setup required.

Step 2: Ask questions about your PandaDoc data

Start asking questions like "Which campaigns drive the most qualified leads?"

Step 3: Build PandaDoc dashboards in minutes

Get tailored insights instantly and share them with your team.

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Better business decisions with AI Analytics

How to get more from your data

Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.

With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.

Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:

  • Which campaigns and channels actually drive revenue growth?
  • How does user engagement translate into pipeline or sales performance?
  • Where are we losing efficiency between acquisition, retention, and finance?

By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

PandaDoc integration FAQ

Everything you need to know about connecting PandaDoc with Filament and getting the most out of your data.