Applying Themes & Branding

Applying Themes & Branding

Adding your company branding to PandaDoc as a Theme can decrease your Document creation time by 50%. In this 20 to 25-minute course, you'll learn how to optimize the design features in PandaDoc like your company logo, fonts, colors, and other styling elements to save you time and increase your brand recognition. (Learn more...)

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About this course

Applying Themes & Branding
Adding your company branding to PandaDoc as a Theme can decrease your Document creation time by 50%. In this 20 to 25-minute course, you'll learn how to optimize the design features in PandaDoc like your company logo, fonts, colors, and other styling elements to save you time and increase your brand recognition. Multiple lessons consisting of videos and hands-on activities will guide you through how to set up your Theme to ensure brand alignment and consistency across Documents, recipient messages, and Workspaces.
 
This course is designed for:
  • PandaDoc Account Owners, Admins, and Managers
By the end of this course, you will be able to:
  • Navigate to the Branding settings
  • Identify the settings that can be customized for emails from a particular Workspace
  • Customize various elements in the Design menu and save them as a Theme 
  • Apply a saved Theme as the default for a Workspace as well as previously created Documents
Availability:
Essentials, Business, and Enterprise plans

About this course

Applying Themes & Branding
Adding your company branding to PandaDoc as a Theme can decrease your Document creation time by 50%. In this 20 to 25-minute course, you'll learn how to optimize the design features in PandaDoc like your company logo, fonts, colors, and other styling elements to save you time and increase your brand recognition. Multiple lessons consisting of videos and hands-on activities will guide you through how to set up your Theme to ensure brand alignment and consistency across Documents, recipient messages, and Workspaces.
 
This course is designed for:
  • PandaDoc Account Owners, Admins, and Managers
By the end of this course, you will be able to:
  • Navigate to the Branding settings
  • Identify the settings that can be customized for emails from a particular Workspace
  • Customize various elements in the Design menu and save them as a Theme 
  • Apply a saved Theme as the default for a Workspace as well as previously created Documents
Availability:
Essentials, Business, and Enterprise plans