Availability: All plans
In PandaDoc, all recipients you send documents to are added to your contact list. Learn here how to add and manage your contacts.
Find out more about importing your Google contacts in bulk to PandaDoc.
Add new contacts
On the left navigation pane, click on the Contacts icon, then click on +Contact.
Add information for the new contact record, the only required field is the Email Address. Click Add contact once finished.
Now you can add this contact as a recipient on your documents.
Note: You can add a new contact right on the document.
Contacts import/export
If you need to import or export contacts to or from the workspace, please reach out to our Support Team. For importing contacts, kindly provide a CSV file with the following columns. Our team will be available to assist you further:
email
first_name
last_name
company
phone
title
street_address
city
postal_code
country
state
Note: Please ensure that you use a semicolon (;) as a delimiter between fields in your CSV file.
Edit contacts
Click on the contact record and click the Edit contact button in the pop-up window to edit contact info.
How to archive contacts
You can archive contacts to remove them from your active contacts list while preserving their information for future reference.
Archiving individual or multiple contacts
Navigate to the Contacts section from the left sidebar
Select the contacts you want to archive by clicking the checkbox next to each contact name
Once you've selected one or more contacts, the selection counter will appear at the top showing how many contacts are selected
Click the Archive button in the top right corner of the contacts list
A confirmation dialog will appear. Click Archive to confirm, or Cancel to go back
The selected contacts will be moved to the Archived tab.
Restoring archived contacts
To restore archived contacts back to your active contacts list:
Click the Archived tab at the top of the Contacts page
Select the contacts you want to restore by clicking the checkbox next to each contact name
Click the Restore button in the top right corner
The selected contacts will be moved back to your active Contacts list
Deleting contacts permanently
To permanently delete archived contacts:
Click the Archived tab at the top of the Contacts page
Select the contacts you want to delete permanently by clicking the checkbox next to each contact name
Click the Delete forever button in the top right corner
Confirm the deletion when prompted
Warning: Permanently deleted contacts cannot be recovered.
Tips
You can select multiple contacts at once to archive, restore, or delete them in bulk
Archiving contacts doesn't delete them permanently – they remain accessible in the Archived tab
Use the search bar at the top to quickly find specific contacts
Note: Deleting the contacts doesn't delete the documents associated with them.
Review documents under a contact
Click on a contact to view all documents sent to this person.
