Using Smart Content

Using Smart Content

Adding Smart Content to your Templates automates part of the process of sending Documents to clients, ensuring consistency across your team while making every Document personalized to the client. In this 20-minute course, you’ll learn how to leverage the power of pre-selected content, Variables, and conditional logic to personalize your Documents more quickly. (Learn more...)

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About this course

Using Smart Content
Adding Smart Content to your Templates automates part of the process of sending Documents to clients, ensuring consistency across your team while making every Document personalized to the client. In this 20-minute course, you’ll learn how to leverage the power of pre-selected content, Variables, and conditional logic to personalize your Documents more quickly. This course contains videos, scenarios, and simulations to help you understand how Smart Content can work for you.  
 
This course is designed for:
  • PandaDoc Template creators wishing to create further efficiencies within their workflow
You will learn how to:
  • Prepare your Workspace in order to properly enable Smart Content blocks
  • Create a Smart Content block with Conditional rules established
  • Create a Smart Content block with Pre-selected content items
  • Create a Document from a Template with a Smart Content block
Availability: 
Smart Content is included with the Enterprise plan and available as an add-on for Business plans

About this course

Using Smart Content
Adding Smart Content to your Templates automates part of the process of sending Documents to clients, ensuring consistency across your team while making every Document personalized to the client. In this 20-minute course, you’ll learn how to leverage the power of pre-selected content, Variables, and conditional logic to personalize your Documents more quickly. This course contains videos, scenarios, and simulations to help you understand how Smart Content can work for you.  
 
This course is designed for:
  • PandaDoc Template creators wishing to create further efficiencies within their workflow
You will learn how to:
  • Prepare your Workspace in order to properly enable Smart Content blocks
  • Create a Smart Content block with Conditional rules established
  • Create a Smart Content block with Pre-selected content items
  • Create a Document from a Template with a Smart Content block
Availability: 
Smart Content is included with the Enterprise plan and available as an add-on for Business plans