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Ideas to Improve PandaDoc: Other

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filter contacts

Filter contacts in PandaDoc based on contact info when adding as a recipient

7 votes

Jason McHone shared this idea · May 11, 2020 · Admin →

Idea · Jul 7, 2021

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Anonymous commented · August 22, 2023 4:43 PM

Allow contacts to be filtered based on documents declined and expired statuses. Then download those to .CSV file

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Anonymous commented · May 5, 2023 9:49 AM

Also, have the ability to filter based on paid status

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