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'Filter Inbox by documents that need action (unviewed documents, yellow background)' has been merged into this idea

Ideas to Improve PandaDoc: Documents & Data Management

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Inbox, filter by status for documents

Filter documents in Inbox by status

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Anna Kovalchuk shared this idea  ·   ·  Admin →
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  • Anonymous commented  · 

    I use the inbox as a means for signing documents in a specific order. I do not want to see signed documents in my inbox - I want to see only "to be signed" documents. How do I get those cleared out of there without deleting the documents from PandaDoc completely?

  • chris timol commented  · 

    As we ramp of usage of PD the lack of this basic feature creates an unnecessary time suck.

  • Zach Bittner commented  · 

    Being able to filter by the status you select instead of ascending/descending would be very helpful.