Upcoming navigation changes in PandaDoc

Starting October 1st, 2025, PandaDoc will be rolling out a new navigation experience for all users.

The new layout is cleaner, simpler, and faster to use, so you can find what you need with fewer clicks.

What’s changing

Section	Before	After
Home	No Inbox Customize button (next to Finalized) lets you choose which statuses to show. No option to create documents directly from Home.	Inbox is now a button at the top right of Home, Documents, and Templates. Customize tabs are placed under View options. New + Document button lets you create documents or folders without leaving Home.
Inbox	Inbox was in the left-hand menu. Only listed notifications	Inbox is accessible on Home, Documents, and Templates at the top right Option to archive notifications.
Documents	Separate Trash Folders on the left-hand panel	Horizontal tabs (Recent, All documents, Created by me, Archived, Shared with me). New Recent tab. Trash renamed to Archived Folders tree shown via All documents → View options → Show folder tree. New filters by Amount and Currency. Tags are now also a filter that you can combine with other filters
Templates	Only document templates There was no Trash for Templates	Document templates, content library items, and email templates New Archived tab with ability to restore templates, content items, and email templates

We’ve updated navigation in four key areas: Home, Inbox, Documents, and Templates.

The Home page has been redesigned to make it simpler and more action-oriented.

Here’s what’s new:

A new +Document button has been added directly on the Home page. It works the same as in Documents, so you can start a new document without leaving Home.
Overall, the page looks cleaner: default statuses (Drafts, Actions required, Waiting for others, Finalized) remain visible at the top, but the layout is less cluttered and easier to scan.

Select View options next to Finalized tab → Customize to change time period and document statuses you'd like to see on your Home page.

Inbox has moved!

You’ll now find Inbox as a button at the top right of Home, Documents, and Templates.
You can now archive document notifications you don’t need to act on.

Navigation inside Documents is now horizontal tabs instead of a long vertical list.
New Recent tab shows documents you and your team have opened or edited most recently.
Folders are part of the main document list. To see folder tree, go to All documents → View options → Show folder tree.
Instead of a separate Trash, there’s now an Archived tab.
Filters updater: filter by amount, currency, or combine tags filter with other filters.

Templates are now a complete hub for all reusable content.

Here’s what you’ll find in one place:

There’s also a new Archived tab, where you can recover removed templates, content items, or email templates.

A cleaner layout reduces clutter and helps you focus on important tasks.
Easier access to recent and archived items saves time and prevents accidental data loss.
All templates and reusable content are now consolidated into one section for faster setup and management.

No. All your documents, templates, and settings remain the same. This update only changes how you navigate to them.

There’s no separate Trash view anymore. Instead, use the Archived tab in Documents or Templates to find archived items and restore them.

Folders are still available. Go to All documents → View options → Show folder tree to display your folder structure.

You can now filter by Amount and Currency, and combine Tags with other filters. This makes it easier to locate specific documents.