Availability: Business and Enterprise plans
A smart content block allows you to pre-select content that other users on your account can add to a document.
Note: A smart content block can be added on the template level by any user in an Admin or Manager role.
The flow is simple:
A user in an Admin or a Manager role adds smart content blocks to a template, then specifies which type of content can be added as smart text
Any user on the account with permission to view templates and content library items can then add content library items to a document from the pre-selected smart content
To pre-select content library items to be used in a smart content block, select +Add items, select all content library items you’d like users on your account to choose from, then select Add.
Note: You can add as many items as you need, but you can’t add more than 10 items at a time.
Additionally, you can select one of the following content requirements settings:
Required. With this option enabled, users will be unable to send a document unless its smart content blocks are filled with pre-selected items.
Optional. Allows users to either choose one of the pre-selected items or send a document without them.
Add automatically. With this option enabled, pre-selected content library items will be added automatically to the generated document.
By default, "Add automatically" setting is selected.
Tip:
To ensure that the documents generated from this template contain the most up-to-date versions of your content library items, you can utilize pre-selected smart content with the "Add automatically" content requirement setting. Documents created from this template prior to updating content library items won't be automatically updated.
Learn more about PandaDoc conditional smart content.