How to Customize Your PandaDoc Documents to Fit Your Brand

By Jenna Tinney

Chances are your organization’s marketing team has worked hard to establish a brand. It’s extremely important to make sure that this marketing brand also translates over to your sales documents so that sales and marketing can align. Even if the documents you’re sending through PandaDoc aren’t all sales documents, making sure your brand is applied to these documents will help your documents have a sense of professionalism and allow your recipients to recognize your organization. Because we see the value is branding documents to help improve your workflow, PandaDoc has made it easy to apply brands to your documents.

Here are a few ways you can do so…

Update Your Account Settings & Email Sends

If you’re sending a document through PandaDoc, then one of the first things your recipient sees is the email that notifies them they’ve received a document. That is the first chance you get for branding your documents. Under settings, you can add your company’s logo and change the color of the button so it matches your brand guidelines. You can also add in your headshot to help with your personal brand and also match your company’s brand as well. If you want to take your branding to the next level, you can even have email delivery from PandaDoc whitelabeled so that they come from your domain!

Setting a Theme That Matches Your Brand

Throughout the document, you’ll want fonts, headers, texts and colors to also match your brands guidelines. We make it easy for you to do so by creating a main theme that you can apply. With this team you can make sure you update everything to match your brand so that you can easily have it as a default theme to not only help with your brand and make sure your documents match but also making sure that they are consistent. You can then save your theme, this way you don’t need to recreate every time. You can also set the header/footer up to have your company logo throughout the document to help with your brand as well.

Creating a Cover Page

The first thing that your recipient sees when they actually open the document is a cover page. Therefore, it’s important to make sure that this is customized for your company and matches your brand. It’s a great place to add your company logo or an image and have the colors, fonts, etc. match your brand. You can save this branded cover page as a content library item so that you can easily add it to all your templates and documents.

Your Turn 

How are you branding your documents?