How to Organize Documents in Folders in PandaDoc

Updated on:

May 12, 2026

By:

Use this interactive demo to learn how to sort and organize documents into folders in PandaDoc.

Quick summary

PandaDoc lets you organize documents into folders and control the display order of files within each folder. Using the built-in folder management tools, teams can quickly structure their document library and prioritize documents for faster access.

Steps

Navigate to the Documents tab on the left-hand panel.
Go to the Folder section within the Documents tab.
Select a folder you want to organize.
Click the order icon to change the list order of items in the folder.
Select Documents first to set your preferred sort order.

📌 Why this matters

Keeping proposals, contracts, and agreements organized is critical for sales and operations teams managing high document volumes. PandaDoc's folder organization feature lets users structure their document library with custom sort orders, so the most relevant files surface instantly. This reduces time spent searching for documents and ensures teams maintain a consistent, repeatable document workflow. For businesses scaling their document processes, folder management in PandaDoc is a foundational productivity feature.

Your product deserves an interactive demo

Start free

How to Integrate PandaDoc with Android

PandaDoc Chrome Extension Integration

How to Connect Chrome Extension to PandaDoc