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.

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.