- Quick-add content to your document
- Customize page layout
- Upload your own files
- Add ready-made design to your document
- Create your own design
- Style pieces of content
- Change page orientation + upload from Google Slides
- Working with data
- Set up your products
- Pre-assign fields
- Merge dynamic information with variables
With Editor 2.0, you can create a document in a few different ways: you can either add content to the default page you see when you create a document or you can choose among other options below:
- Cover page
- Sample document
- Upload a file
- Add from Content library and more
Customize your page layout
Within Editor 2.0, you can combine different types of content all in one place. Within one document you can create content from scratch using content builder blocks, add cover pages for more flexible design capabilities, and/or upload your own files from computer or cloud storages.
If you need more freedom placing content blocks in your document, use our Cover Page which has absolute positioning. That allows you to place all blocks and fields onto the page without the relative structure of a content page.
Click “+” > Cover Page
As you add more and more content to the document the page will grow along with it. You will notice an estimate PDF page break marker when your page becomes larger than the set PDF page. In order to make the PDF look better, add any new content blocks above the estimated page break or add a new page, a cover page, a landscape page, upload your file or add from Content library.
Learn more about building content here.
Upload your own files
Already have a .pdf or .docx that doesn’t need to be editable? Hover over a dot at the top or bottom of a page, click “Upload file” below:
Need a small addition? Simply drag and drop your additional content on top of the uploaded file:
Add a ready-made design to your document
Don’t want to go into too much detail setting up document design? Choose a fully designed template from our template gallery:
Or choose a ready-made theme on an existing template, under Design and click Apply:
Each theme can be customized and saved as a new custom theme:
You can re-use this theme on other templates and documents.
Create your own design
To design your document from scratch, click Design > Customize theme. You have a bunch of options to style Text, Headings, Tables, Page Background, Header and Footer. Any changes will be applied to the entire document.
Save the settings as a new custom theme to be able to use it on other templates and/or documents:
Learn more about designing PandaDoc documents here.
Style pieces of content
Highlight a piece of text and apply styling using the top tool bar then use Properties to add a background and adjust paddings and margins.
Learn how to apply custom font here.
Change page orientation
Editor 2.0 allows for Landscape oriented pages! Click “...” at the top of the page > Page Settings > Layout > Landscape.
You can add an additional blank Landscape page in just two clicks. Click Add content at the top or at the bottom > Landscape.
PandaDoc Tip: you can import a file from Google Slides. Click Upload file > Google drive > find your presentation in the list.
This file will be static and therefore won’t be editable in PandaDoc.
Working with data
Set up your pricing
Pre-assign fields to a Role on your template and they will act as placeholders for your future recipients. When you create a document from this template, you will be prompted automatically to assign recipients to each role in the template, and all pre-assigned fields will be automatically assigned to designated recipients.
Merge dynamic information with Variables
A variable is a way to auto-populate information or include a text placeholder for your documents in order to save you and your team time. Simply insert the bracketed text into any block that would typically allow text (such as a text block). This helps you generalize dynamic information and standardize the document creation process. Variables can automatically populate a recipient’s name, email address, company name, and more.
Think of the information that is always unique to each specific document, then replace that with a variable.
To add a variable, type an opening square bracket, enter a variable name, for example Invoice.No and hit Enter.
Next, view your variables under Data. Copy it by clicking the Duplicate icon.
Add it to your template where you need it.
When you create a document using this template, fill out the variables just once and the data will be populated throughout the document. It’s that simple!