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

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

Document info

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

Renewal notification

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

Tracking Documents

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

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

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?

You can share folders with collaborators grant 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 deleted 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

Managing Documents

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