Quick summary
PandaDoc lets you track document status in real time from the Documents tab, so you always know whether a document is sent, viewed, or signed. You can use the built-in Status filter to instantly surface documents at any stage and take action without digging through your inbox.
Steps
- Go to the Documents tab in PandaDoc.
- Look at the Status column to see each document's current progress.
- Use the filter option and select Status to narrow your view.
- Choose the specific status you want to track.
- Click Apply to apply the filter and view matching documents.
- Use these methods to track document progress and take action when needed.
