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

Track upcoming contract renewals and get notified before they happen — automatically or with manual setup.

Agreement Renewals (new experience)

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

Review Audit trail for sent documents

Reporting provides insights into team performance, workflows, documents, and templates, enabling data-driven decisions.

Reporting

Renewal notifications help to see which documents are renewing soon in your document list and set up renewal notification emails.

Agreement renewals (classic experience)

Tracking Documents

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

Home

Sharing documents with collaborators (classic experience)

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)

Bulk import lets you upload multiple files at once, simplifying document creation and storing completed documents in PandaDoc

Bulk import documents to PandaDoc

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 (new experience)

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

PandaDoc Contract repository simplifies contract management by capturing and filtering key data for easy document search and reporting.

Contract repository

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

AI data extraction for Contract repository

Document auto-numbering (classic experience)

Everything you need to manage contracts from upload to renewal — PandaDoc’s CLM capabilities automate the data work so your team can focus on the deals.

Contract Lifecycle Management (CLM) overview

Use AI Search to find documents by content, filter by AI-extracted contract data, and build custom reporting views.

Find and report on documents with AI Search

Managing Documents

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

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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