How to Sort Documents in PandaDoc

Updated on:

May 12, 2026

By:

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

Quick summary

PandaDoc lets you sort and organize documents using folders and filters, making it easy to manage your document workflow from a single dashboard. By dragging documents into folders and applying filter criteria, teams can quickly locate and prioritize the right documents at any time.

Steps

Navigate to the Documents section in your PandaDoc account.
Use Folders to sort your documents — drag and drop documents into folders for better organization.
Click on the filters to sort documents based on a specific criterion.
Apply these sorting and organizing strategies to enhance your overall workflow efficiency in PandaDoc.

📌 Why this matters

Keeping documents organized is critical for sales and operations teams handling high volumes of proposals, contracts, and agreements. PandaDoc's built-in document sorting features — including folders and filters — allow users to structure their document library by status, date, or custom criteria, reducing time spent searching for files. Efficient document organization directly improves team productivity and ensures nothing falls through the cracks in fast-moving deal cycles. For businesses evaluating document management solutions, PandaDoc's intuitive sorting tools make it a strong choice for scaling document workflows.

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