[Classic Editor] Content Builder blocks

Add content blocks to build a template or document.

Note that content blocks can be added only to editable PandaDoc templates and documents.

Manipulations with content blocks

• Add
• Copy
• Move
• Delete and restore
• Add to content library
• Additional styling

Here's the detailed information on each block:

Cover page

Text

Table

Page Header and Footer

Heading

TOC

Image

Video

Attachment

Page Break

Pricing Table

Payment Block

Add content blocks

1. Open your template or document, and click Content > Blocks on the right.
2. Drag a content block to add it in a specific place on the template/document.

-OR-
Click on the block to add it at the end of a template/document.

Copy content blocks

1. Hover over the right side of the block, click the three dots > Duplicate;
2. OR click on a content block you want to copy, and in the settings “...” > Duplicate block. The copy will show up under the original block.

Move blocks on a template/document

Click on a content block, and on the top left of the block hover over icon. Click and drag this handle up or down to move it.

Delete and restore a content block

There are two ways you can delete a content block:

1. Click on the block and then click the bin icon > “Remove”
2. Click on the block, and in the settings click “Remove ...”

To restore a content block:

1. Click the bin icon in the bottom left to be navigated to deleted blocks storage OR
2. Go to ...More > Deleted blocks.

Hover over the “eye” icon to preview a content block you’re about to restore, and then drag it back onto the template/document body.

Add content blocks to Content library

Click on a block, in the right-hand settings click “...” > Add to content library. To learn more about PandaDoc Content Library, please click here.

Additional styling

Some advanced document/template formatting is available through custom CSS, please follow this link to link to get more details.

Cover Page

Click on the block to modify it.

In the right-hand settings, there are several options to design your Cover Page:

Background image.

You can choose one of the default images or upload your own.

Image requirements

1. Format: JPG, PNG, GIF
2. Size: Depends on your paper size (found in More > Design, Paper Size). For A4, use 800(w) x 1134(h)px. For US Letter, use 800(w) x 1036(h)px.

For sharp looks, you can use larger images: 1700(w) х 2405(h) for A4 and 1700(w) х 2205(h) for US Letter.

Logo

In the right hand settings, click on the toggle next to "Show Logo". Then choose the image layout. Click “+” in the logo area on the cover page to add it.

Text Layout

You can change the text layout to one or two columns. Use the top editor bar to apply individual styling to the text block. You can use tokens and fields inside the block.

Cover Page Title

You can also style it with the top editor, or apply styling using CSS (use h1 selector).

Text

Click on the block to modify it.

In the right-hand settings, you can change the block’s layout:

1. Text only
2. Text and image on the right
3. Text and image on the left

Once you add your text, you can use the top editor bar to change text styling for this specific block.

To change font on the entire template/document and add design, go to ...More > Design.

Table

Click on the block to modify it.

In the right-hand settings, you can change:

1. Table borders and headers visibility
2. Column alignment

To add a row/section/column, navigate to your table and click one of the “+...” buttons

To remove a row/section/column, click on it and click Remove row/column/section on the right.

To resize a column, hover over column header border and drag to expand/shrink it.

You can use the top editor bar to style this specific table and add resizable images.

Page Header and Footer

Click on the block to modify it.

In the right-hand settings, you can change:

• The block layout (plain text, image on the left, image on the right)

A layout that includes images is a good option when you want to add your company logo.

• Add page numbers in PDF

Use the top editor to apply individual styling to either of these blocks.

Heading

Click on the block to modify it.

In the right-hand settings, you can:

1. Change heading type (H1-H6);
2. Add auto-numbering (added per Heading type);
3. Set up tiered numbering if you want to set up multi-level lists (turn on auto-numbering first).

Table of Content (TOC)

Click on the block to modify it.

In the right hand settings, you can:

1. Set which Heading types you want to be displayed in the table of content;
2. Refresh your TOC (you can also click “Refresh” in the top right of the block). Don’t forget to refresh the TOC in case you add more headings after adding the TOC.
3. Allow the TOC to be displayed in the recipient’s view

Here’s what the recipient’s view looks like:

Image

Click on the block to modify it.

1. In the right-hand settings, you can change the block layout to one, two, or three images. Additionally, you can set each image alignment.
2. Click on “+” on the block to add an image.

You can upload one from your computer or import it from Dropbox, Google Drive, Box or OneDrive.  

Image formats supported: GIF, JPG, PNG.

Recommended image size: 680px, 330px and 213px wide are for layouts 1, 2 and 3 respectively; images can be as tall as you like. We recommend setting your images at 200 resolution (dpi/ppi) to make a good PDF or a printout.

While uploading the image, you can save it to the Image library to be used many times.

Panda tip! To add a resizable image, use the top editor bar to add a picture, drag it by the bottom right corner to change the size.

Video

You can insert videos from youtube.com, vimeo.com, wistia.com and vidyard.com with the Video content block.

Add the Video block and in the right-hand settings paste the URL from one of the above video-sharing resources and click “Save.”

Attachment

Use the attachment block if you want to add a PDF, .docx file, etc. to your editable template/document, so you don’t have to recreate it inside PandaDoc.

The attachment block allows you to embed your document into the editor in PandaDoc. The attachment is not editable, but you can benefit from mixing your existing content with editable templates in PandaDoc to use tokens, etc.

Supported formats: .PDF, .DOC, .DOCX, .XLS, .XLSX, .PPT, .PPTX

Once you’ve added the Attachment block on your template/document body, drop/choose a file from your computer or upload it from Google Drive, Dropbox, Box, OneDrive.

Page Break

Use the page break block to indicate where to split out pages of a document/template when it’s printed or downloaded as a PDF.

Just drag & drop the block:

Pricing table

The pricing table has extensive functionality which we cover in a separate article. Click here to learn about it.

Payment block

The payment block allows you to create an invoice within PandaDoc depending on the amount in your pricing table and collect payments. 

The payment block is part of our integration with Stripe, Square, Authorize.net, QuickBooks Payments and PayPal. Click here to learn more.