Filter organization-wide document list by recipient email
Currently, the Document Efficiency report under Reports provides an organization-wide view of documents, but recipient email is not available as a filter. The only workaround is to export the full data CSV and manually filter the "document recipient" column outside of PandaDoc.
What we're asking for: Add recipient email as a filterable field in the Document Efficiency report (or equivalent org-wide document view), so admins can quickly pull all documents sent to or received by a specific recipient without needing to export and process data externally.
Use case: Admins need to audit all documents associated with a specific contact — for compliance reviews, offboarding, or account audits. Having to export a full CSV and filter manually is inefficient, especially for large organizations with high document volumes.
AdminJohnrey Aballe
(Customer Success Manager, PandaDoc)
shared this idea