[Editor 2.0] Document design

If you are more of a visual person, follow this link to watch the video tutorials on document design. 

Text formatting

For styling your template, you have two options:

1. Style a piece of text;
2. Style all text in a document.

To style a piece of text, click inside a block, highlight the text and then apply styling using the top toolbar.

To apply styling to a snippet of text in a non-numeric cell in a pricing table, highlight it and style it with the help of the top toolbar:

Although it isn’t possible at this time to style specific cells containing numeric values, you can still apply styles to an entire column of cells. To do this, highlight a column by clicking on the green handle at the top, then format text in numeric cells by using the toolbar that appears.

To style all text in a document, click "Design" on the right-hand panel. You can choose:

1. Apply a ready-made theme. Click the arrows to preview them all and click “Apply theme” if you like one.
2. If you have strict branding guidelines you need to follow, click “Customize theme” to apply your own styling.

Here you have four options for text formatting:

• Colors (theme coloring for all Headings and hyperlinks)
• Typography
• Table (both tables and pricing tables)
• Page

Page layout

Change page size, margins and orientation by clicking “...” at the top of the page > “Page settings” > “Layout”.

You can change the layout and margins for all pages in the template by going to "Design" > "Layout".

If you’re using Canva to create designs, you can upload them as a page background in your PandaDoc document. 

Hover over the dot between pages, as you would if you were adding a new page. Select Canva from the dropdown menu. (You’ll be prompted to log in to your Canva account if you haven't already.)

Select a design and click Publish in the top right corner. You now have a design imported from Canva that will serve as a page background. If you like, you can add content blocks on top of it.

Learn more about the integration with Canva here. 

Cover page vs Regular page

Our standard pages are built with blocks that have relative positioning giving you freedom to construct your document the way you want: place blocks side by side, change image size and modify blocks width. Cover pages, on the other hand, allow for a freestyle, absolute positioning. This means that blocks and fields can be added to a cover page and placed without the boundaries of a block grid. Content does not need to be set in relation to another item, just placed wherever you want it to be.

You can add as many cover pages to your document as you like, just click “+” > “Cover page”.

Page background

As with text formatting, you can apply page background to a certain page(s) or to all pages in the document.

To style a certain page, click the “...” icon at the top right of the page > “Page settings”. Upload a background image or choose a background color, adjust the background using the additional settings.

To add a background to all the pages in the document, click “Design” > “Customize theme”, scroll down to “Page”, select “Background”.

Add custom font

We have six fonts built in at your disposal, but you can add more.

1. Go to “Design” > “Customize theme” > “Typography” and select either Text or Headings depending on which you’d like to style. It doesn’t really matter which you choose: once you add a font, it’ll become an option in both Headings and Text.
2. Click on the font options dropdown and select “Add custom font”
3. Now go to Google fonts, find the font you’re going to import, click “Select this font”
4. Unfold the “Family selected” tab and copy the import URL (please see the screenshot below for the correct import URL)
5. Paste it in PandaDoc and click “Add font”

Table design

Click on Properties at the top of the table > select Design over on the right. You will be able to 

1. Style table headers
2. Hide/show table borders
3. Change border style, color and width
4. Edit row color and adjust cell paddings

You can change the design of all tables and pricing tables in the document by going to Design > Customize theme > Table design. Please note, individual table design settings described above will override table design settings here. 

Text headings

Go to Design > Customize theme > find Typography and click Headings.

1. Change all headings style
2. Change individual heading style
3. Add auto-numbering for individual headings

Stretch image 

1. Click on an image > Properties > Advanced formatting
2. Set the block margins to a negative value depending on how far you would like to stretch your image
3. Use the blue dots on the corners to resize the image, based on the new margins

Arrange blocks into columns

Place content blocks in columns - hover over a block until you see a white box on the left side of the block. Click the white box, then drag and drop it next to another block. When a side of another block’s blue outline turns bright blue, your selected block will move to that location. You can build as many columns as you want.