How to Delete Documents in PandaDoc

Updated on:

May 12, 2026

By:

Use this interactive demo to learn how to move documents to trash in PandaDoc.

Quick summary

Deleting a document in PandaDoc takes just a few clicks using the three-dot menu and the Move to trash option. Deleted documents are not permanently removed immediately — they are sent to the trash where they can be restored if needed.

Steps

Click Documents in the left-hand menu to open your document list.
Locate the document you want to delete and click the three-dot menu next to it.
Select Move to trash from the dropdown menu.
Your document is now deleted and moved to the trash, where it can be restored if needed.

📌 Why this matters

Knowing how to delete documents in PandaDoc helps teams keep their document workspace clean and organized without the risk of permanent data loss. PandaDoc's trash-based deletion gives users a safety net, allowing accidental deletions to be reversed quickly. This is especially valuable for sales and operations teams managing high volumes of contracts, proposals, and agreements. Efficient document management in PandaDoc reduces clutter and ensures only active, relevant documents are visible in your dashboard.

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