Home is the first thing you see when you log in to your PandaDoc account. Home allows you to track your documents’ latest activity and quickly identify any that need attention.

Home consists of two main sections:

Users with a member role don’t have access to workspace activity.

Let’s dig deeper into each section.

Document activity is the best place to check the progress of documents you’ve sent — and act on documents that require your attention.

The “Drafts” tab allows you to check on all documents you’ve created but haven’t yet sent, as well as documents that were sent but, then, later edited and returned to draft status.

The “Actions required” tab shows all documents that need your signature, approval, or any other action to help move them toward completion.

In this tab, you'll also find declined documents and documents that expired before recipients could sign them. If you move documents to "Expired" or "Declined" statuses manually, you'll find them under the "Finalized" tab.

The “Waiting for others” tab allows you to easily check all your sent documents that haven’t been completed and finalized. Here you’ll find documents in “Sent,” “Viewed,” “Suggest edits,” “Waiting for payment,” and “To approve” status.

You can quickly remind recipients to sign the document in “Waiting for others” tab. To do so, hover over a document on the far right, click three vertical ellipses, and select Send reminder.

The “Finalized” tab, fittingly, shows all your finalized documents (including those that have been paid), as well as manually declined and expired documents.

You can filter documents by team members (for Managers and Admins) and by time frame. You can also sort by Newest first and Oldest first. As a default, you’ll see documents that have been created in the last three months.

When the team filter is applied, Document activity tab will display all documents created by the selected user. This applies to all tabs except for Actions required. In the Actions required tab, the documents shown are those that require actions from the selected user (the documents they may need to sign or approve).

Home shows documents that have been created only within the last year. If you’re looking for older documents, go to the document list view.

You can customize the Overview by selecting which tabs to display in Tabs settings. Simply uncheck the tabs you don't need to monitor, then select Apply.

Users with a member role don’t have access to workspace activity.

Workspace activity is designed to offer insight into your (or your team’s) pipeline. Its tiles show recent documents sorted by current status. (Note that a document can only be in only one status at a time). Here’s a quick breakdown of each status:

On each status tile, you’ll see a total value. This reflects the amount of revenue currently sitting in each status within the selected time frame. These are calculated based on the value of each document. Only documents in your default workspace currency are included in this calculation.

You can further filter your documents in these ways:

Team members can see only their own documents within a workspace.

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