PandaDoc Bulk Document Status Checker

WHAT IT DOES

PandaDoc Bulk Document Status Checker lets you monitor the status of multiple documents at a glance. Instead of opening each document individually or clicking through status details one by one, this tool provides a unified checklist of all documents on the current page. You can filter documents by name, recipient, or status (Draft, Sent, Viewed, Signed, Completed, Declined) to quickly find your target group. Select any number of documents using checkboxes and click "Check Status" — the tool then automatically opens each document's status detail view, extracts the full status information (including sent date, viewed date, signed date, and last activity), and presents a consolidated summary. You can also copy the status summary to your clipboard for reporting or tracking purposes. This turns what could be dozens of manual status checks into a single batch operation, making document pipeline monitoring significantly more efficient.

WHERE IT RUNS

This script runs exclusively on the PandaDoc web application in your browser. It activates on the documents list page and dashboard views where document data is displayed. It requires the BotGentz extension to inject and execute the script. The tool does not work on PandaDoc's client-facing document views, mobile app, or any third-party wrappers — only the admin dashboard accessed through a Chromium-based or Firefox browser. It specifically targets pages under *.pandadoc.com, including custom subdomains for your PandaDoc account.

HOW TO USE

After installing the script via BotGentz, log in to your PandaDoc dashboard and navigate to the Documents page. The tool automatically detects the document list and displays a floating panel on the right side. The panel shows all documents visible on the current page, with checkboxes next to each document entry. Each document displays its name, recipient, status, sent date, and viewed date. Use the search box to filter by document name or recipient, or use the status filter dropdown to show only documents with a specific status. Check the boxes for every document you want to check the status of. Click "Check Status" — the tool will process each selected document one by one, opening the status detail modal, extracting the full status information, and closing the modal automatically. A summary of all statuses appears in the flash message area, showing a breakdown by status type. You can also click "Copy Status Summary" to copy a formatted report to your clipboard, showing each selected document's name, status, and recipient.

THE ACTUAL MECHANISM — WHY IT WORKS

PandaDoc's admin interface is built with React and uses a component-based rendering system for its document management. The document list is rendered as cards, table rows, or list items, each containing document metadata and action buttons. This tool scans the DOM for document items using multiple selector patterns that PandaDoc consistently uses across versions. For each document, it extracts the name, recipient, status, sent date, and viewed date from the visible text content, and assigns a unique identifier from data attributes. When checking status, the tool locates the status detail button within each document item — either as a direct button or within an action menu — and triggers a click event that opens PandaDoc's status detail modal. The modal contains detailed status information including sent dates, viewed timestamps, signing status, and activity logs. The tool reads this information by scanning the modal for elements with status-related class names and data attributes, extracting the text content. It then closes the modal and proceeds to the next document. This approach works without making direct API calls, which would require authentication tokens and knowledge of PandaDoc's internal API structure. By using the existing UI, the tool works within PandaDoc's own permission and validation system, and continues to function even if the underlying API changes.

THE PANEL

The floating panel is fully draggable — click and drag the header to reposition it anywhere on the page. The panel's position is saved per site in localStorage, so it reappears exactly where you left it when you return to the documents page. Double-click the header to snap the panel to the nearest edge (left or right). A collapse button minimizes the panel to a small tab showing a magnifying glass emoji badge, keeping it out of the way while still accessible. The document list inside the panel is scrollable and resizes vertically based on the number of documents. Pressing Escape while the panel is focused closes it completely; reopening is done via a small button injected near the page header (visible only on documents pages). All panel interactions are non-blocking — PandaDoc's main UI remains fully responsive while the panel is open, and the panel updates automatically when you navigate between pages or change filters.

PLEASE NOTE

This script requires the BotGentz extension (free) to run user scripts on PandaDoc. PandaDoc frequently updates its admin interface and modal structures; if the tool stops working, check for an updated version within BotGentz's script repository. This tool does not store, transmit, or log any document data, recipient information, or status details — all operations occur locally in your browser with no external network requests except those made by PandaDoc itself. The status information displayed is read-only; this tool does not modify or change document statuses. For very large document lists with dozens or hundreds of entries, the tool may take several minutes to complete the operation, as each document is processed sequentially with delays to avoid overwhelming the UI. A progress indicator shows which document is currently being checked. The status summary provides a quick overview of the document pipeline, helping you identify documents that need follow-up. The tool only affects documents visible on the current page; to check all documents, use PandaDoc's built-in pagination controls or adjust your filters to show all relevant documents. The copied status summary is formatted as plain text suitable for pasting into spreadsheets or reports.