New PandaDoc Users: 4 Organizational Tips for Success

PandaDoc provides the framework to streamline your entire workflow, so you are able to create and send proposals, quotes, contracts, and eSignature documents efficiently and effectively! 

So why slow that down with less than ideal organizational habits? 

Instead, increase your productivity by building a strong foundation from the start. Try implementing these tips into your initial routine to set templates and documents up for success!

1. Creating Template Folders
2. Renaming Templates
3. Customizing the Theme
4. Building the Content Library
   
   

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Create template folders to keep track of templates by month, client industry, individual users, template type - or any system that fits your needs!

When creating a new template, immediately rename the template in order to be able to access the template quickly at a later date.  

Update your theme to ensure all templates and documents align with your branding standards!

In the content library, to allow you to scroll through your added items faster when choosing the right item, first create folders with titles such as content type, pricing tables, templates, cover pages, payment terms, etc. 

Then, when adding items to the content library, used specific titles or create a naming system for precise search results when accessing the content for additional placements.