Personalizing PandaDoc Documents For Your Clients

By: Syclair Jones

Clients and potential customers want to feel like they are special.  Creating an experience that makes them feel like they are on the VIP list will instantly help you set yourself apart from your competitors. 

The key is to streamline the process to avoid creating any extra work for your team. PandaDoc makes that part easy with variables, the content library, and content blocks. 

Company Name Variables

One of the first ways you can customize your documents for your customers is by incorporating variables. As you may know, variables are merge fields designed to save you time by auto-filling any information that frequently occurs in your documents. And they are a great way to create placeholders for dynamic information related to your customers. 

The exact name of the variable will depend on if you’re using a Customer Relationship Management (CRM) tool i.e. Salesforce, Hubspot, Pipedrive) or not.

Let’s assume you’re not using a CRM and we’ll work with Role based variables. When you create Roles in your templates, a list of variables will automatically be created and can be used to populate information about your recipient when they're assigned to the Role. They can populate your recipient's first and last name, email address, phone number and company, as long as the information exists in PandaDoc Contacts. (If your recipient doesn’t exist in your PandaDoc Contacts, you can add them when you create the document.)

Here’s an example of how you might customize your document using variables to fill in your client company’s name:

Company Logo

Another way to incorporate your customer’s brand for custom documents is by incorporating their company logos. This can be as simple as a Google Image search or visiting their website to download their logo. 

Industry-Specific Case Studies

You may have case studies on your company website. Another way to leverage those case studies is by storing them in your Content Library in PandaDoc. Feel free to create folders to organize your case studies by industry and when you’re creating your document for your client, you can pull in the most relevant case study with just a few clicks:

Presenting A Customized Solution

Another way to make your customers feel like you’ve tailored the document to their exact specifications is to include a page that summarizes the specific pain points you’ve discussed with your clients and how your product/service provides them value as a customized solution.

Your Turn

How are you using PandaDoc to personalize your documents?