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Recipient inbox

The Recipient Inbox gives you one place to find every document ever sent to you via PandaDoc — access it any time, even after a document is completed.

Note: The Recipient Inbox is rolling out gradually. If you don't see it yet, it'll be available to you shortly.

Note: The Recipient Inbox is currently only available for documents sent from PandaDoc accounts on the US environment. If your documents were sent by a company using PandaDoc's EU environment, the Recipient Inbox is not yet available to you.

The PandaDoc Recipient Inbox gives you, as a recipient, a single place to find every document that has ever been sent to you via PandaDoc. You can access these at any time — even after a document has been completed.

This article explains how to reach your inbox, how authentication works, what documents you'll see, and the actions available to you.

Applicable to: Recipients. If you have a PandaDoc account, the Recipient Inbox does not apply to you — but this article can help you understand what your recipients see.

Getting to the inbox

There are three ways to reach the Recipient Inbox:

  • Go directly to recipient.pandadoc.com in any browser

  • Via a completed document — you'll be taken to the inbox automatically after signing

  • Via the My documents link in the top bar of the document signing view

Note: The post-completion redirect and the My documents link only appear if you've received 2 or more documents via PandaDoc. If this is your first document, you won't see these options.

How authentication works

The Recipient Inbox uses a secure, passwordless login. You don't need a PandaDoc account to access your documents.

  1. Go to recipient.pandadoc.com and enter the email address that documents were sent to.

  2. Check your inbox for an email from PandaDoc with a secure sign-in link.

  3. Select the link in the email — you'll be signed in automatically and taken to your inbox.

Via the document view

If you reach the inbox from a completed document or via the My documents link and you haven't accessed the inbox before, you may land in a restricted view. This shows only the document you came from to protect the security of your other documents.

To access your full inbox:

  1. Select View my documents on screen.

  2. Check your email for a secure sign-in link from PandaDoc.

  3. Select the link — you'll be taken to your full inbox with all your documents.

Which documents appear in your inbox

Your inbox shows every document where you were added as a recipient — including documents where you were asked to sign, and documents where you were copied for reference only.

Documents are listed with the most recent at the top. Each row shows the document name, sender, date received, and its current status.

Document statuses

Status

What it means

What to do

Pending signature

You're required to sign and haven't done so yet

Open the document to review and sign

Signed

You've completed signing

Download a copy if needed

CC

You were added as a CC recipient — no signature required

No action needed; the document is for your reference

What you can do with your documents

View a document

Select any document row to open it in the document viewer. If the document still requires your signature, you can sign it from there.

Download a document

  1. Hover over the document row and select the horizontal ellipsis (three dots) button on the right.

  2. Select Download.

You'll receive an email with a link to download a ZIP file containing your document(s).

Archive a document

Archiving moves a document out of your main inbox view without deleting it. Use this to keep your inbox tidy once you've finished with a document.

  1. Hover over the document row and select the horizontal ellipsis (three dots) button on the right.

  2. Select Archive.

The document moves to the Archived tab. To restore it, go to the Archived tab and follow the same steps, then select Restore.

Act on multiple documents at once

You can download or archive several documents at the same time using multi-select.

  1. Hover over a document row and select the checkbox that appears to the left. Repeat for each document you want to include.

  2. A toolbar appears at the bottom of the screen showing how many documents are selected.

  3. Select Download or Archive from the toolbar.

Use the search bar at the top of the inbox to find documents by name. Search works independently on the Incoming and Archived tabs.

Note: Everything available on desktop — viewing, downloading, archiving, and multi-select — is also available on mobile.

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