PandaDoc

Tracking & managing documents

Document Analytics are way to help you track when and how much time your recipients spent on each page of the document.

Review Document Analytics

Review Document Analytics (classic experience)

Review Audit trail for sent documents (classic experience)

The Document details section lets you preview details, view recipient analytics, audit trail, and send reminders without opening the document.

Document details

Audit trail provides a step-by-step history of document status changes.

Review Audit trail for sent documents

Tracking Documents

Sharing documents with collaborators (classic experience)

Home section allows you to track your documents’ latest activity and quickly identify any that need attention.

Home

Manually update PandaDoc document status to Completed, Expired, Declined, or Paid for offline completions or payments.

Manually change document status

Auto-numbering allows you to set a sequence and number to every new document you create.

Document auto-numbering (new experience)

Learn how to efficiently manage your documents in PandaDoc: filter, search, organize, download, and restore with ease!

Manage your documents, templates, and content library items

Once a document expires, its time can't be extended. Business or Enterprise plans allow up to 3650 days. Edit expired docs to resend.

How do I unexpire my document?

You can move a document to the “Declined” status if a potential client didn’t sign the proposal and the deal is lost.

Mark a document as Declined

When you delete a user, they still remain owners of the documents they created.

What happens to a deleted user’s documents?

Sharing folders with collaborators grants access to multiple documents at once to users without a PandaDoc license or lower permissions.

Sharing document folders with collaborators 

Learn how to share and manage document collaboration in PandaDoc, including inviting external and internal users and adjusting permissions.

Sharing documents with collaborators

Transfer document ownership to another user

Once sent, documents can't be canceled but can be archived, edited, or marked as "Expired" in PandaDoc to block recipient access.

How do I cancel/void a document that I have already sent?

How to mark documents with payment requests as paid to reflect accurate payment status when your customer pays outside the document.

Mark documents as Paid

PandaDoc AI Assistant

Document auto-numbering (classic experience)

Managing Documents

Create a custom design with text, images, and links

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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