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 imported documents by paid status in PandaDoc

Here is how to filter imported documents by paid status in pandadoc

  1. First click on the "Documents" item in the left sidebar navigation menu
  2. Then click on the "Imported" tab in the top navigation bar
  3. Next click on the "Status" dropdown filter button
  4. Then scroll down in the menu list that appears
  5. Next click on the "Paid" checkbox option in the status filter dropdown menu
  6. Finally click on the "Apply" button to confirm the selected status filters

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Why should you filter imported documents by paid status in PandaDoc

PandaDoc is a dynamic tool designed to simplify document workflow and enhance business productivity.

One standout feature is its ability to filter imported documents by paid status, offering streamlined organization and management.

By utilizing this feature, users can effortlessly categorize documents, saving time and enhancing focus on unpaid invoices.

This promotes efficiency, enabling businesses to stay on top of their financials with ease.

Last update
February 2, 2026
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