Uploaded templates seem super limiting, the foundation document is a static PDF or .docx and unless you have a Standard license under a Business or Enterprise plan, you can only use fields.
But in reality there’s a ton of flexibility and tricks to make uploading a Document an easy experience. Here are some of my favorite Tricks to working with uploaded templates.
For All Plans:
Trick #1 Auto Placed Fields
The most labor intensive piece of uploading Templates or Documents is placing the fields.
If you have a fillable PDF, PandaDoc automatically detects and places fields for you:
If you are uploading a Document you can assign all to a recipient:
For Advance users, If you are generating a Document from an outside system and it doesn't generate a fillable PDF, you can use Field Tags to let PandaDoc know where and how you want your fields. Click here to learn more about Field Tags.
Trick #2 Delete pages that are not needed
You may have uploaded a document that you do not need a certain page, and with PandaDoc you can delete any page of the uploaded document!
Click the dots above the page you wish to delete then click ‘Delete page’. Doing this will not delete any other pages
For Enterprise and Business Plans:
Trick #3 Use a Text Block as Digital Whiteout.
So, your uploaded template has a sentence or a number that is no longer valid, but it would be a huge hassle to get a new source document. You can use a Text Block as white out.
Drag and drop a text block -> Resize to cover and set a smaller font size if necessary -> Click Properties -> Background color and select white.
Works in a pinch to quickly replace out of date information.
You can even use the text block to replace or add additional editable content.
Similar to the white out, you can place a Text Block anywhere in your Template to utilize Variables from the roles, your CRM, and anything custom you want to fill.
Trick #5 Add Additional Mix Use Pages
With expanded flexibility, you can now add pages, content library items and all sorts of content at the top, bottom, or in between uploaded pages.
The main value I see in Editor 2.0 is its exceptional flexibility and I discovered a lot of these tricks by playing around in our editor. It is truly the best way to get to know the product.
Are there any clever tricks you’ve found to leverage your uploaded templates?
Please sign in to leave a comment.