Document Builder

Use PandaDoc’s Document Builder to create editable documents that are informative, interactive, and impactful. Choose from a range of content blocks, fonts, colors, backgrounds, and more. Easily add text, videos, pricing tables, and more to your templates to create your own branded look. With PandaDoc you don’t have to switch between several tools to personalize, modify, and deliver your documents. Every quote, proposal, form, or contract can be edited in real-time. By using PandaDoc’s template builder, it’s simple to craft eye-catching documents that grab and keep attention.

Blocks: Add text, images, videos, tables, payment forms, pricing tables, and more. Once you’ve added the necessary Blocks, you can customize each one in real-time. Each Block has a predefined style, so you don’t have to worry about formatting your document.

Fields: Prepare your client-facing documents by adding electronic signatures, initials, dates, checkboxes, dropdowns, and masked fields (for sensitive information). You can also upload files into your PandaDoc documents.

Tokens: Tokens are merge fields inside a document that can be auto-populated with data from a database, like a CRM. This is a great way to personalize and customize your documents, while automating your daily tasks. It also eliminates the need to copy and paste information from various sources.

Branding: Incorporate your logo into templates and documents. Use your background, cover page, and corporate colors to create unique and consistent documents that reflect your brand.

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