Templates are the secret weapon to scaling document creation in PandaDoc. Here’s how to create ones that save time and boost accuracy.
Step 1: Choose Your Most Repeated Docs
Start with what you send the most—proposals, contracts, NDAs, etc.
Step 2: Use Content Blocks
Break docs into modular content blocks (e.g. pricing table, scope of work, terms & conditions). Reuse across templates.
Templates, Approvals, eSign - All in PandaDoc
Setup & Templates – Branded templates, content library, variables, and catalog so reps build proposals fast and on-brand.
Smart Integrations – One-click signatures, payment links, and dynamic pricing tables/discounts to shorten time-to-close.
Approvals & Compliance – Role-based approvals, clause control, and audit trails to keep Legal & Finance happy.
eSign, Payments & CPQ – Dashboards, call scoring, and coaching loops so leaders can improve conversion and CSAT with data.
Step 3: Insert Smart Variables
Use tokens like {{Client.Name}}, {{Service.Description}}, and {{Start.Date}} to personalize without rewriting.
Step 4: Add Approval and Signature Fields
Set internal roles and signing order so every doc flows through the right people.
Step 5: Save and Share with Your Team
Enable access by role to ensure only the right team members can edit or send.
Result? Docs that take 5 minutes instead of 50.
