How to Create Document Folders in PandaDoc

Updated on:

April 6, 2026

By:

Madhav Bhandari

Use this interactive demo to learn how to create document folders in PandaDoc.

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Creating document folders in PandaDoc helps keep your workspace organized. Here’s how you can do it:

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Click 'Documents' in the left-hand menu.
Go to the 'Folders' section and click on the add icon to create a document folder.
Type in a name for your folder.
Click 'Create' to save the folder.
Navigate to the 'Folders' section in the Documents page to view and manage your folders.

📌 Why this matters

Organizing documents into folders transforms your workflow from reactive searching to proactive retrieval. You'll find specific contracts, proposals, or client files instantly instead of scrolling through chronological lists.

More importantly, folders enable you to batch-process documents by category, track progress across similar document types, and delegate access to entire client portfolios without sharing individual files. When you're managing dozens of active deals simultaneously, this systematic approach prevents important documents from getting buried and helps you maintain consistent follow-up schedules across different projects.

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