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 documents by recipient in PandaDoc

Here is how to filter documents by recipient in pandadoc

  1. First click on the "Documents" item in the left sidebar navigation menu
  2. Then click on the "All documents" tab in the top navigation bar
  3. Next click on the "Recipients" column header dropdown in the documents table
  4. Then select a recipient from the dropdown menu
  5. Finally click on the "Apply" button to confirm the filter selection

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Why should you filter documents by recipient in PandaDoc

PandaDoc is a dynamic platform designed to streamline document management and digital transactions.

One outstanding feature is the ability to filter documents by recipient, which significantly enhances organization and efficiency.

By using this feature, users can swiftly locate specific documents assigned to particular recipients, saving time and minimizing the chance of errors.

It simplifies workflows and focuses on the recipient's needs, providing a smooth and hassle-free document management experience.

Last update
February 2, 2026
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