Settings and activity

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1. Set a document status for documents that have recently been renewed/grown out of its term.

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   0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Delete…  ·  Admin →
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   Erik Edelaar shared this idea  ·  Oct 7, 2026

2. document made from a specific template get a tag automatically

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   0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Delete…  ·  Admin →
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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video:

   Adding Tags to Documents Automatically