Templates, the Content Library, and the Image Library are three ways you can save time with PandaDoc, and they do each function a bit differently. You might be wondering what is the best way to use each one. Here are some tips for each:
Templates are meant to be the starting framework for your document. A template will typically contain most of what you would like to have in your document and should be built out as much as possible to be the most efficient and time-saving for your team.
Templates are accessed for creation and management by going to the Templates section of the app. You can also select a template when you click “Create Document” anywhere in the app or when you are generating a document from within your CRM.
Content Library Items are chunks or pages of content that can be added to a document in addition to or in place of something already existing in the template. Examples of the type of content you might want to utilize the content library for include:
- different types of cover pages
- versions of terms and conditions that may need to be swapped out
- case studies and testimonials
- an introduction of a team or representative that is attached to an account
- pieces of a template that you may want to include on an as-needed basis in another template
- product info that needs to be included or excluded based on relevance
- collections of images or videos
The Content Library can be accessed within templates or documents by clicking on the + sign between content blocks, or at the top or bottom of each page.
The image library is simply a catalog of individual photos that you want at the ready to swap out within an image block. The image library is accessed the same way as the Content Library or by clicking on an image block itself and selecting the up arrow.
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