Setting up your themes
Availability: Essentials, Business, and Enterprise plans
Theme design helps you align your content with your company branding guidelines, ensuring that you'll impress your prospects and customers.
Create a new theme
Any user with permission to create themes can create a new theme to apply to their content. To create a new theme, go to the Design tab, select Choose another theme, then select Create new. In the pop-up, give your new theme a name, then select Save.
Note:
Once you’ve given your new theme a name, this name can’t be changed.
To save your newly created theme for the item you’re working on, select Apply on the tile with this theme.
Another way to create a new theme is to change an existing (custom or default) theme, then save it as new. Start by making changes to the design of an applied theme. Then, select the vertical ellipsis in the top right of your current theme and select Save as new. Anything you’ve applied previously to the document theme will remain unchanged.
Customize a theme
Note:
Default PandaDoc themes cannot be customized. Once you apply changes, you‘ll need to save the theme as new.If you’d like to make changes to an existing theme and your account role allows you to edit themes, you can easily change its design, then apply it to either the item the theme is associated with or to all items using this theme.
To customize a theme, simply change one of the settings in the Design tab (such as color, typography, table design, and page settings). Once you change one or more of these elements in the current theme, a blue dot will appear next to the Design tab icon indicating you have unsaved changes. To save, select Publish changes.
Warning:
In case you add several documents to one bundle, only one theme can be applied. All documents will have the same design theme within the bundle.Auto-update a theme within a workspace
If you’ve applied your custom theme to several templates and content library items in a workspace, you can easily update all of them at once after changing a design element in one of these items. Simply select Publish in the pop-up at the bottom of the page when changing a design element in your custom theme.
Note:
Forms with this custom theme won’t be auto-updated.
Alternatively, to auto-update all templates and content library items using this theme, you can click on the vertical ellipsis icon and select Publish changes.
Warning:
Any manually applied changes to your templates or content library items won’t be updated.Delete a theme
To delete a theme, go to the Design tab, select Choose another theme, and hover over it. Then, click on the vertical ellipsis in the top right and select Delete.
