In this section we will look at document analytics.
In the document analytics, the user can view all activities that take place with the offer/order after delivery to the customer.
The user must click through to the offer/order section and click on the pencil icon as shown in the image above.
After opening the offer/order, the user clicks on the analyst section on the top bar. Here he can easily view basic information about the offer/order sent to the customer.
The user will find here:
- how many times the customer opened the offer/order
- how long you have been looking at the offer/order
- when the customer last opened it
- whether he accepted the offer/order or would like to change something
- whether the customer downloaded or printed the offer
For more details, the user can see the overview below, where the user can see the date, time and description, what happened to the offer/order, as well as the text or a note from the customer.