Availability: The feature is currently in closed beta and available only to select Business and Enterprise accounts.
Note: Interested in shaping the future of AI at PandaDoc? Reach out to lydia.markwick@pandadoc.com to register your interest in our AI Discovery Program, take part in feedback sessions, and get early access to our newest AI features.
Smart Organizer is a new feature that helps you bring order to your PandaDoc workspace. Using AI technology, it can automatically rename and organize your files into folders based on simple text instructions.
Our Smart Organizer works across your key content areas:
Documents
Templates
Content Library Items
How it works
Enable access for team members
Smart Organizer is available under Settings > Set up workspace > Early Access section. Admins can select specific team members who can use the feature. This ensures you control who can organize files and apply changes across your workspace.
Locate Smart Organizer
Once enabled, users will see the Organize button at the top right of their Templates, Documents, or Content library items lists. If it doesn’t appear immediately, simply refresh the page.
Submit a prompt
Type in plain text what you want to achieve. For example:"Organize my sales proposals by client name and quarter."
"Sort completed documents by value and put high-value contracts in a separate folder."
AI analysis
The system will analyze files in your current folder to determine the best way to organize them. This may take time, depending on how many files are present.Review suggested changes
Smart Organizer will show you a preview of how it plans to organize your files. You’ll always have the chance to review and approve changes before they’re applied.Apply changes
When ready, select Apply.
Important: Changes cannot be reverted. Currently, once changes are applied, they cannot be undone.
Organizational criteria
Smart Organizer can organize your files based on various attributes:
Document name
Status (draft, sent, completed, etc.)
Document owner information
Recipient details (names, emails, roles)
Important dates (created, sent, completed, expiration)
Document value
Document content
Document variables
Important notes
You'll always see a preview of changes before they're applied.
Any changes you apply will be visible to all users in your workspace.
Changes cannot be reverted. Currently, once changes are applied, they cannot be undone.
To make sure you have full control and no unexpected changes are applied, only files in your current folder will be organized. Files in subfolders or other locations won't be affected, even if they match your criteria.