PandaDoc
PandaDoc is a document automation platform that helps businesses create, send, and manage proposals, contracts, and quotes digitally. It offers templates, e-signatures, payment collection, and workflow automation to close deals faster.
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How to filter created documents by waiting for payment status in PandaDoc

Here is how to filter created documents by waiting for payment status in pandadoc

  1. First click on "Documents" in the sidebar navigation menu
  2. Then click on "Created by me" tab in the top navigation bar
  3. Then click on "Status" dropdown filter button in the filter toolbar
  4. Scroll down in the status menu
  5. Then click on "Waiting for payment" checkbox option in the status filter dropdown menu
  6. Finally click on "Apply" button to confirm the selected status filters

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Why should you filter created documents by waiting for payment status in PandaDoc

PandaDoc is a versatile document management platform designed to streamline document workflows and enhance business operations.

One of the standout features in PandaDoc is the ability to filter created documents based on the 'waiting for payment' status.

This feature provides instant clarity on pending transactions, helping businesses prioritize follow-ups and ensure timely payments.

By using this filter, organizations can improve cash flow management, reduce administrative overhead, and maintain efficient communication with clients.

Last update
February 2, 2026
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