How to filter created documents by paid status in PandaDoc
Here is how to filter created documents by paid status in pandadoc
- First click on the "Documents" item in the left sidebar navigation menu
- Then click on the "Created by me" tab in the top navigation bar
- Next click on the "Status" dropdown filter button in the filter toolbar
- Then scroll down in the status menu list
- Next click on the "Paid" checkbox option in the status filter dropdown menu
- Finally click on "Apply" button to confirm the selected status filters
Why should you filter created documents by paid status in PandaDoc
PandaDoc is a powerful, all-in-one document management solution designed to streamline your workflow.
The feature to filter created documents by paid status in PandaDoc enhances your ability to manage payments effortlessly. This functionality provides users with a clear view of which transactions have been completed, ensuring better financial tracking.
By easily accessing paid and unpaid documents, users can prioritize follow-ups and improve cash flow management, making business operations more efficient.
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