Customizing Your Theme & Branding

In last week’s post, Managing the Content on Your Document, we learned how to use Content Builder Blocks and Fields to organize all of the content needed on your documents. This week, we will learn about customizing the Theme and Branding settings so you can showcase your organization’s brand to recipients. 

At PandaDoc, we recognize that your organization's marketing team has worked hard to establish a brand. We know it’s important to have the ability to translate that brand to the documents being sent to your recipients. 

With this in mind, PandaDoc has made it easy for you to apply your brand to all your documents and the emails associated with the documents you send. 

We have two great articles in our Help Center that provide instructions on setting up a Theme and utilizing Brand settings. 

Also, in case you missed last week’s post, we have a live Applying Themes & Branding class available, or you can take a self-paced version of the course. Both are available in the PandaDoc Learning Center.

Let’s discuss some of the key elements of Themes and Branding settings!

Applying Your Theme

Theme design is available with our Essentials, Business, and Enterprise plans. 

When you open a new template or document within PandaDoc, you will see that the document or template has a default Theme as prescribed in settings. We will learn later in this post how to update this if needed.

The design settings shown in the image below can be associated with a Theme:

Simply click on each setting and modify it. There are two ways to save a new Theme. 

You can update the Theme settings (as shown in the above image) of an existing or default Theme and ‘Save as new’:

You can also create a new Theme without having to customize an existing one:

When you create a new Theme, scroll in the Theme section to find the Theme and click ‘Apply.’ This will apply the Theme to your document/template. 

Don’t worry if you need to make changes to the Theme. When you make any changes to the Theme, you will be prompted with a pop-up asking if you’d like to publish the changes. Just follow these steps:

I mentioned earlier that documents and templates have a default Theme per settings. If you want to change the default Theme, go to Settings → Branding → scroll to the bottom:

This applies the Theme to all new documents and templates moving forward. There isn’t a way to apply the new Theme to existing templates and documents (unless they already have the Theme applied, as mentioned above).

However, you can submit a feature request in our idea portal. We love getting your feedback, as it helps guide future updates to the PandaDoc platform!

Next, let’s talk briefly about Branding!

Branding Settings

Branding is available for Business and Enterprise plans

To get to Branding go to Settings → Branding:

Once there, you can customize document delivery and notification emails with your logo and brand colors. 

The following options are available:

• Upload a custom logo (check our Help Center article for upload requirements)
• Change the ‘Open the document’ button color and button text color
• Set up a customized email footer
• Remove ‘via PandaDoc’ from the email subject line
• Reset the branding to default, if needed
• Set up a default Theme (as previously discussed)

Changes are made automatically. 

Recap & What’s Next

You’re now an expert at Theme design and Branding! 

If you haven’t taken the live course or self-paced version of the Applying Themes & Branding course, we highly recommend it to set you up for success. 

Next week, we will discuss the Content Library and how to save your Content Builder Blocks and entire pages/documents for reuse. Before then, we want to hear from you!

What is your favorite part about Themes and Branding? What are you most excited about? 

Join in on the conversation below!