Access documents easily
Use predefined filters and search to quickly find docs — created by you or your team members — in a few clicks, without having to browse through multiple folders.
Organize your workflows with Search and Filters
Instantly locate documents that require action.
Stay on top of your document repository
Prioritize the most important documents
Apply filters to quickly see documents that are expiring soon and need renewal. They will appear at the top of your list, helping you focus on the most urgent ones.
Optimize your workflows
Work smarter by searching and filtering your documents by status. Send reminders for the ones awaiting “approval,” nudge prospects when “sent” proposals haven’t been viewed, or notify the team that a contract has been “paid.”
How to use Search and Filters
Create an account with PandaDoc
Sign up for PandaDoc and get a free 14-day trial. Try out different filter options immediately using Business, Essentials, or Enterprise plans.
Apply statuses to your documents
Go to Documents and find your document. Use the context menu on the right and click “Change Status.” Apply a relevant status based on the completion progress.
Filter documents by status
Get back to your Documents panel. Find the Statuses on the left and click on a necessary status — you will get a list of documents filtered accordingly.
Where to use Search and Filters
Learn more about Filters
How to change a document status manually
Frequently asked questions
Which filters are available in PandaDoc?
PandaDoc provides five filtering options. You can sort through your own created documents, filter those that are approaching their expiration date and require renewal, filter documents based on statuses, and use tags to access documents across different workspaces.
Which status-based filters can I use?
There are nine statuses, each serving a specific purpose. For example, the “for approval” status serves as a reminder for an approver to review a document. The “paid” status indicates that it’s time to compose a thank-you email to a customer. See a full list of statuses here.
How do I use tags?
Tags are the keywords that help you locate a document faster. You can add tags for documents and templates using the Actions menu. Once you’ve done that, a document list with filters will appear on your screen. Use them to sort your documents in the way you prefer.
How does the Search feature work?
It utilizes a powerful search algorithm to generate detailed search results. You can locate your agreements and see the search history, folders, and tags associated with a certain document.