Filter the PandaDoc Inbox by "To sign" or "Signed"
Filter the PandaDoc Inbox to show only the Unsigned document
Filter to by "To sign" or "Signed"
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature allowing to use filtering options in your Inbox is available within the system. Please see the link for more info: Inbox.
Have a wonderful day!
Product Operations, PandaDoc
AdminKelly Brennan (Admin, PandaDoc) commented
Principals/superintendents have to countersign a ton of important documents, and if any slip though the cracks it can cause huge issues.
They are spending a TON of time trying to sort through the inbox to sign docs are are very concerned they will miss one because they cant sort by anything but doc created date.
Daria Serebriakova commented
It will be great to add option to filter documents by status in Inbox (Signed, To sign, to Approve), so finding the documents that need your action will be easier and much faster
Em De Pablo commented
Filter Status in inbox to easily access items pending for signature
PandaKat Olarte commented
The inbox. I love the inbox, however I only want things that need to be signed to show up there. Once I sign something, the document still shows up as “Signed”. I want it removed from the inbox entirely so I don’t have to manually delete each and every one. It wouldn’t be as bad if you could select all and delete (although still wasted clicks), but you literally have to do one at a time.