Customizing your Header and Footers

Rocky Dohmen

July 31, 2020 17:11
Edited

You can add a custom header and footer to your PandaDoc Template or Document. To get started, simply double click the top of a Content Page. Once the Header section is activated blue helper text will appear letting you know that you are working within the Header section.

Inside the section, there will already be a text block where you can add in information such as your address or even a variable. From there, you can drag and drop other blocks as needed. Once the blocks are added you can click the green vertical line to resize the blocks.

Design

You can change the font, font colors, and background of any of the blocks within the Header or the Footer.

Additionally, you can also change the overall, default look and feel of the entire Header or Footer section. To do this click on Design >Customize Theme > and then click Header & Footer.

From here you can change all font colors at one time for both the Header and Footer, the background color of the section, turn on Page Numbering for the PDF or printed version of the document, and more.

Note: The Header and Footer functionality is only available on Content Pages (portrait and landscape) and not available on the Cover Page.

Your Turn

How are you customizing your headers and footers to stand out in the crowd?

Comments

16 comments

Scott Van Heurck

November 10, 2020 14:48
Any idea if you can set headers and footers for page 1 only?
0

Comment actions Permalink
Rocky Dohmen

November 10, 2020 17:26
Hey Scott,

Unfortunately no. Footers and Headers are applied across all of the standard content pages. However, you could use a Cover page if you want just one version of a footer on a particular page. Cover pages work differently than the standard pages in that you can add content all the way to the edge of the page and they do not adopt header or footer items.

Thanks!
0

Comment actions Permalink
Robyn Addis

January 22, 2021 11:49
Double clicking in the header space is doing nothing for me. I have figured out how to customize the look (color block) but need to add text. Help!
0

Comment actions Permalink
Rocky Dohmen

January 22, 2021 22:55
Hi Robyn,

Double click the header area and it should make the rest of the page faded, this means the header area is activated. Now you can drag in a Text Block, image block into the header just like you can with the rest of the document.
0

Comment actions Permalink
Philip Mayhoffer

April 28, 2021 21:48
Is there a way to get the page numbers to show up when viewing the document in PandaDoc rather than just including them in the saved PDF?
2

Comment actions Permalink
Rocky Dohmen

April 29, 2021 12:37
Hey Philip,

Unfortunately at this time, no there is no way to have the page number visible in-app. I would suggest adding this to our Idea Portal.
0

Comment actions Permalink
Gateway Travel

May 13, 2021 20:57
I'm trying to upload an image into the footer space which shows my company logo and contact information, however each size I try comes out blurry. Is there a recommended image size and type for the best resolution? Thanks in advance.
0

Comment actions Permalink
Rocky Dohmen

May 14, 2021 19:45

Edited
Hi Gateway Travel :)

Image size isn't really an issue unless it is over 3000 x 3000 then there will be problems. I believe the issue may be with the quality of the image. Typically DPI is for printed images but it does also affect images online. I would recommend images over 80 dpi up to 300 dpi. See the image below for reference.

If this does not solve the issue, or the images are already higher quality I would reach out to support@pandadoc.com and have them take a look. They will ask for the template URL and for the image file so they can test on their end.

Thanks!
0

Comment actions Permalink
Jamie Resker

June 18, 2021 14:01
I'm going to have to call someone at Panda, but maybe can get a quick answer here or help someone else with the same question. How do you get the page numbers to show in the TOC?
0

Comment actions Permalink
Rocky Dohmen

June 18, 2021 16:19
Hi Jamie,

Unfortunately, page numbers associated with the list in the Table of Contents is not possible at this time. I would recommend adding this request to our user-voice, idea portal.

Thanks!
0

Comment actions Permalink
Annemieke Wellin

August 20, 2021 08:38
Is it, in any way, possible to save your footers/headers? (not just the font/color, but text and logo)
It would be very pleasant if you can just click on a certain footer in the menu, after which it appears in the document
1

Comment actions Permalink
RPM Select

September 29, 2021 00:00
Is there any way to have the page number show up on the bottom right as opposed to the center of the footer?
2

Comment actions Permalink
Mike White

December 11, 2021 22:25
I'd also like to know if headers and footers can be saved.
0

Comment actions Permalink
Rocky Dohmen

December 12, 2021 18:24
Hi Mike,

Unfortunately at this time headers and footers cannot be saved as a library item, and besides background color, they cannot be saved at the theme level.

Please be sure to ass this suggestion to our Idea Portal.

Thanks
0

Comment actions Permalink
Sales Coordinator

March 09, 2022 21:32
While we've added initial fields and others to footers in the past, I've been unable to do so on new templates. Is there a step I'm missing? I double click into the Footer, click in the field were I need the Initial box to go, select the Initial Fillable field, and it will generate in the main body of the document, instead of in the Footer, and will not allow itself to be relocated down below the main body of the document. Suggestions? Thank you!
0

Comment actions Permalink
Rocky Dohmen

March 10, 2022 20:46
Hi there,

You should be able to double click the footer (or header) section and add a Text Block, once added you can then drag over an initial field. This will add an initials field to all pages in the template/document:
0

Comment actions Permalink