Availability: All plans

Users with a Member role will only see Date and Status filters.

You can use the following filters separately or at the same time:

To use the Company filter, first, you need to add a value to the Company field in Document info details. To do this, open the Info panel in the document list or inside a document by clicking the Info button and typing a name into the company field in the “Details” tab.

Company values will be automatically recognized from the document content for the uploaded digital PDFs and editable documents created in PandaDoc only for Enterprise plan accounts.

Filters are available for documents only. Templates and content library items can be sorted by titles and dates they were created.

If you’re searching for a specific document by a keyword you can also use document filters to narrow down the results.

If your subscription plan includes the Contract repository feature, you will also have the ”More” option, which allows filtering documents by data fields. You can learn more about filtering documents with data fields here.

Availability: All plans

To search for a document, go to the Documents tab and start typing a word or phrase from the document's content (both uploaded from PDF/Word files and editable documents are searchable), the name of the document, or its recipient's name in the search bar. Words with punctuation marks (e.g. O’Brien) or with characters from different languages (e.g. Amália Gonçalves) are also searchable.

You can view all matches or look through matches found in "Titles only" tab.

To open a document simply click on it or use arrows and Enter (Return) on your keyboard. To see the list of all matches select View # matches.

Under "All matches" tab in the search results the documents will be placed in the following order:
- Title matches from new to old by last modified
- Recipients email and full name matches from new to old by last modified
- Content matches from new to old by last modified.

If you are using documents auto-numbering, you can search by sequence number generated by PandaDoc.

Availability: All plans

There is no option to move documents between workspaces. Reach out to our Support Team to help you move a copy of a document into another workspace. All copied documents will be in Draft status.

To copy, move, rename, or delete a single document/template, hover over the document on the far right, click on the vertical ellipses, and choose an action from the dropdown. See more about moving documents in folders fast below.

The template/document title shouldn't exceed 250 characters.

If you need to rename a sent document, you can do so by choosing the Rename option from the dropdown menu.

You can copy, move and delete multiple documents/templates at once. Check all the documents you’d like to manage, at the top right choose an action.

Availability: All plans

You can only find and recover deleted documents in the Trash folder. To recover a template or a content library item please reach out to us and specify the name, the approximate date the template/content library item was created, and the email address of its owner so we can help you restore it. Unfortunately, there is no way to recover a deleted form, but you upvote this feature request and use a workaround described here.

To recover a deleted document, open the document list first, next, select Trash folder, hover on the far right over the document, and select three vertical ellipses > Restore.

Recipient links will not work for deleted documents. Once restored, recipients will be able to view the document.

To recover multiple documents, select each of them on the left to their name, then select Restore at the top right.

Documents will be restored under the root folder in the document list.

To delete documents permanently, hover over the document, and select three vertical ellipses on the far right > Delete forever. You can also select multiple documents and click Delete forever to permanently delete them.

When you delete a folder with documents, it will be permanently deleted and you won’t find it in the Trash folder. Please reach out to the Support team and specify names, the approximate dates the documents placed in a folder were created, and the email addresses of the documents’ owners so we can help you recover those.

Availability: All plans

This is available for documents only. In order to download multiple documents at once, follow these steps:

We recommend downloading documents in batches (200-300 documents at one time) to receive zip files quicker.

Similarly, you can download a folder of documents.

There are three ways how you can download your documents as .pdf:

Availability: Essentials, Business, and Enterprise plans

You can download your templates or documents as .docx only inside a template/document.
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How to enable/disable: the account owner can enable/disable this feature in Marketplace using this link.

You can't download content library items and forms as .docx files.

Open a template/document, then select three vertical ellipses at the top right and select Download from the dropdown > Download as .docx.

You can disable document download for recipients on a template or document level. To disable the document download option for recipients select Manage at the top of the page and switch off the toggle for Download under "Recipient permissions".

Availability: All plans

You can sort documents by: title, status, date created. You can sort templates by: title, date created. Click on a column header and choose the order you would like to sort documents in, ascending or descending (A-Z/Z-A):

You can also sort to display documents before folders (when you have multiple folders and don't want to scroll too much down.)

Click the sorting icon in the top right corner and Documents first:

Availability: All plans

To create a new folder, select '+' next to the 'Folders' on the left panel.

Alternately, select the arrow next to +Document and select Folder to create a new one.

In order to move documents/templates into a folder, you can either drag and drop them (to a folder in the list or in the folder tree).

Alternately, select the documents and select Move at the top right, choose the destination folder, and select Move here.

Select the documents you’d like to move to the root folder, drag them to ALL at the top, and then drop them.

To rename or delete a folder, check it and click the ellipses on the far right > Rename or Delete:

Alternatively, you can open the folder and proceed from there.

Availability: All plans

Tags are case sensitive.

To tag an item:

You will see all your existing tags on the left panel. Click on them to filter out all the documents with the tag(s) applied. If you choose more than one tag, PandaDoc will search for the documents with all chosen tags applied.

To untag a document:

Please contact our Support team if you need to delete tags. If you have a Member role we might request approval from an admin user on your account.

New to PandaDoc? Take one of our Getting Started with PandaDoc classes through the PandaDoc Learning Academy!

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