Setting up your template theme

“Design is the silent ambassador of your brand.” ~ Paul Rand

Think of your theme as your template for your brand. It’s the core essence of how you are presenting your ideas to your clients - needless to say, it’s important that everything you send has consistent packaging. 

PandaDoc makes it easy to create your theme once and apply it to every template and document your team creates moving forward. All you will need in order to get started is your: 

• Main Color Hex Code
• Google font import URL 

Open a new template and go to Design > Customize Theme. 

Theme Color

 This color will be the default for all headings and hyperlinks. All you need to do is select the color and add in the six-digit HEX color code. 

Text

Arial, Georgia, Helvetica, Monospace, and Times New Roman are the fonts already inside of PandaDoc by default. If your brand uses other fonts, it’s simple to import them using the Google Font import URL. 

Does your brand feature multiple fonts? Not a problem! With PandaDoc themes, you have the power to set a different font for headings and normal text. Once you have the font established, go ahead and set your size, style, capitalization, alignment so as you add in content, it always matches the rest of your theme.

Table design

The table design in your theme applies to both tables and pricing tables by default, but each table’s unique design can be configured in the individual block’s properties. This is where you can come to customize your table header typography, border styles (or go borderless!), row color and even cell padding.  

Page

To add the finishing touches to your theme, customize your page background, headers, and footers. You can set up page numbers in your document PDFs, add header and/or footer borders, or even get fancy by adding a page background!

Once you are done, simply select “Save as New” and change the name, then press save. 

Pro-Tip I: You can create a watermark effect on your templates/documents by uploading the image as a background:

Pro-Tip II: When creating Content Library Items be sure to apply the template theme so that all of the content looks correct both in the Library Item and when it is added to the Document. 

Your Turn

What design elements does your team use to showcase your brand in your template theme?