The holidays are upon us, and we at PandaDoc are in the spirit of giving.
A little over a month ago we released our Document Builder which allows you to create your own documents and templates from scratch. We’ve been hard at work and have added a lot of great new features since then that will be sure to have you giving thanks and feeling as ecstatic as a child on Christmas morning!
Features for All
Our document builder just got even better with 7 new Content Block features: the Table block, Table of Contents (TOC) block, Video block, HTML block, Cover Page block, and Page Header and Page Footer blocks.
With our Table block feature you can easily insert a table and customize it according to your needs.
Learn more on how to use the Table block here.
Creating a lengthy proposal or contract with numerous sections? Adding a TOC block in your document allows you and the recipient to click on links that correspond to Heading blocks so you can review the really important parts first without having to scroll through to find them. Best of all, the TOC block auto-generates your table of contents from your Heading blocks.
Learn more on how to use the TOC block here.
They say a picture is worth a thousand words. A video must be worth at least a thousand times more. For the times when a photo just won’t do the job, we’ve introduced the Video block.
Simply drag the block on to your quote, proposal, or contract and you’ll be prompted to enter in the URL of your video.
Learn more on how to use the Video block here.
If you want to add your own custom content to your documents, like an online slide presentation, we have the very handy HTML block. Currently this block is only available upon request.
Learn more on how to use the HTML block here.
Cover Page Block
Every book has a cover and so does every good proposal. Adding a customizable cover page will allow you to present your proposal in a very professional manner. And it’s really simple within our application too.
Learn more on how to use the Cover Page block here.
Page Header and Page Footer Blocks
For a further increased professional look for your documents we’ve added page headers and footers which really stand out in a very nice way. Even add images into your header or footer as well.
Just in case you wanted to add even more pizzazz to your documents check out the “More” tab. Here you can add a custom theme, background image or GIF to your documents, change the font of your headlines and text, customize CSS, and more.
Learn more on how to put a personal touch on the design of your documents here.
Extra Goodies for Enterprise Customers
Three exciting new features to share that will help you create proposals faster, make adjustments on the fly, and speed up negotiations so that you can close more deals.
Our Content Library allows you to store personalized Content Blocks or even multiple sections of a template to be used again and again without having to ever recreate them or grab content from another document. This allows for easier and faster personalization of proposals and contracts, saving you significant time in the document creation process.
Learn more on how the Content Library works here.
The Pricing Table allows you to auto-calculate final pricing, taxes, and discounts into your deal. Closing a deal in Hong Kong and Spain? No worries. You can quickly change your default currency to all major currencies around the globe.
The ability to adjust quickly to a clients’ changing needs is key to being able to close a deal. We’ve gone one step further by giving you the option to put the ball in their court. With the Pricing Table you can also allow your clients the option to select given quantities of the products or services you are selling, facilitating speedier negotiations.
Learn more on the Pricing Table and all of its cool features here.
The Catalog works in conjunction with our Pricing Table. Easily store information about your products (SKU number, pricing, cost, description, photos). Type the product name into the Pricing Table and all of the information conveniently auto-populates for you.
Learn more on how the Catalog works here.
So there you have it! Now it’s time to get to work and win more deals with beautiful and professional customizable quotes, proposals, and contracts!
Need a little help getting started? Check out our weekly how-to webinars!
Or enjoy our short video overview to learn the basics: