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Why use templates?
We’ve designed PandaDoc to streamline your sales process, and templates are an important part of making that possible. When you use templates, you will create the content of your documents only once. Then, when you create your document, all you have to do is choose your recipients, and make final adjustments!
This article will guide you on how to create a template and set up content and design with the PandaDoc editor. If you already have a PDF or a Word document which you just want to upload into PandaDoc, please see this article.
Create a new Editable template
Log into PandaDoc, and click on the Templates button in your toolbar. At the top of your screen, click on the New Template button. Then, choose Create a New Template.
Add Roles to your template
On the right side of your screen, click on Roles. Then, add one role for each person that should sign or receive the document. (i.e. Client, Sales Rep, etc.) They will help you assign recipients when you create a document.
Role names are internal and visible to you and your team members.
Add your content
Use Content Blocks to add Headings, Table of Contents, Text, Images, Videos, Tables, Attachments and more to your template.
Use tokens to auto-fill frequently occurring information
Copy the token (including brackets) to your clipboard, and then paste it in your template. Click here to learn more about tokens.
Add fields where your recipients need to give you information
Drag a field to any content block on your template. Recipients will use these fields to fill out their information, such as signatures, dates, text, etc.
To access more options and settings for your template, click on the More (...) Button.
Create a document
When your template is ready to go, use it to create a document. Just click on the green “Create Doc” button on the right side of your screen. Then follow the prompts to assign your recipients, and fill your tokens. Once ready, send it out.