How to Track Document Status in PandaDoc

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

1. Go to the Documents tab in PandaDoc.
2. Look at the Status column to see each document's current progress.
3. Use the filter option and select Status to narrow your view.
4. Choose the specific status you want to track.
5. Click Apply to apply the filter and view matching documents.
6. Use these methods to track document progress and take action when needed.