This article refers to Editor 2.0
Content blocks are the structural foundation of your templates and documents content. Drag and drop content blocks from the Content tab into your document. As you add multiple blocks, they will be positioned relative to each other, using a grid-like system to align blocks around each other.
Skip to block types:
Add content blocks
To add a new content block, simply drag and drop the block into your PandaDoc. To ensure new blocks are placed accurately, any existing content blocks will highlight with a blue side to help you place new blocks above, below or between the currently existing blocks.
If you would like to duplicate a block in your template or document, simply select the block you would like to duplicate, then in the floating toolbar above the block select “Duplicate”. This will automatically place the duplicate of the block directly below the original block.
In order to move a block, hover over it with your mouse until you see a white box with a green equal icon. Click the white box, then drag and drop the block to another location, using the blue outline of surrounding blocks to navigate. When a side of another block’s blue outline turns bright blue, your selected block will move to that location.
If you have any blocks next to each other, they will automatically be spaced out evenly across the page. In order to make your one block wider or thinner than the others, you will need to hover over the block borders until a thin green line appears between the blocks. When this green line appears, drag that boundary side to side to give your blocks more/less room.
Delete and Undo
To delete a block you no longer need, select the block and then click the remove button (trashcan icon) in the floating toolbar above the block.
If you have accidentally removed a block you still need, use the Undo button in the editor toolbar to undo deleting that block.
Warning:Once you leave that template or document, all of your changes will be finalized and there will be no way to recover deleted blocks.
Editor 2.0 provides an opportunity to dive deeper into advance formatting (without any CSS experience required). Every block now has the option to change the min-height and block spacing which enables you to customize the block margins and padding.
You can find these settings two ways:
- Select your block then go to the Properties tab from the side menu
- Select your block and press the Properties button on the floating toolbar above the block
Text blocks are used for any static text you want to have in your template/document, including headings too!
Once you have added text, use the top toolbar to:
- Add a Heading
- Add hyperlinks and bulleted lists
- Change the font of a specific text block
- Remove copied fonts, perfect for text that has been copied from an external document and pasted into your PandaDoc
To change the font on the entire template/document and add design, go to Design > Customize Theme > Typography, then select text or headings.
Change block background and/or margins:
- Click the properties button
- Over on the right add a background colour
- Click Advanced formatting to change margins
When you add an image block to your template or document, it will be grey and instruct “Click to upload an image”. Click anywhere inside the image block and a popup will guide you through adding what image you would like to use. You can add an image from a few different methods:
- Drag and drop
- Choose a local file
- Google Drive
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.
After adding the image, use the blue dots on the corners to make the image size larger or smaller, based on the dimensions of the image block.
Align the image to the left, right or center of the block using the floating toolbar above the image block. Use the property settings to change the image block background color.
To replace the image in your image block, use the replace button in the image toolbar. The new image will change the size of the image in the block, but the image block settings (alignment and background color) will remain the same.
Our video block does require a video URL. At this time only Wistia, Vidyard, Youtube and Vimeo links are supported.
After adding a video block to your PandaDoc, the block will be grey initially and instruct “Click to add a video”. To add a video, simply click the block and paste a video URL into the video popup to embed it in your document.
You can use the property settings to change the image block background color, and the advanced formatting.
When you add a table to your document, it will automatically add a header, two columns and a single row. The table toolbar will pop up at the top of the table when you click into it, to help you easily add or remove rows/columns in your table.
The table toolbar also contains the option to change the background of all highlighted cells and a link to the table properties for you to switch the header on or off.
To resize a column, drag and drop the middle column border to expand or shrink it.
There are additional table settings under Design > Customize Theme > Table Design. Here you can change the header typography, border style, and row style for all of the tables in your document.
Please note these changes will be made to both tables and pricing tables for the entire document.
The pricing table has extensive functionality which we cover in a separate article. Click here to learn about it.
The TOC block will automatically add all Headings from your text blocks into a linked table of contents.
- Add a Heading text to your document by selecting in from the top dropdown;
- Refresh the TOC block using the TOC toolbar or the properties menu to update the block.
Also in the TOC properties, you can toggle on or off which of the Heading numbers you would like included or excluded from your TOC.
In the properties, toggle on or off whether to show the TOC to the recipients.
the linked TOC capability will not render in the PDF download.
When you add in a page break, it will show a visual break in your page. This is particularly useful with the ability to mix and match content in a single template or document so you can add different types of content inside your document.
To remove a page break, you can use the ellipse in the top right corner of your page to merge it with the page above.
Note:The Page Break block still will not shrink content to fit onto one page, but we have do have the PDF page break estimator to show you where a PDF page break will naturally occur.