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What is PandaDoc 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.
How do you add fields in PandaDoc?
To add a field, open your document/template first, then go to the Content panel on the right, select a role/recipient who will fill out this field later, or add a new one under "Fillable fields for". After that, click on the field or drag and drop it to the place you need.
How do I add a role in PandaDoc?
Create a custom role Navigate to Settings by selecting your name in the lower left corner, then select Roles. Select Create a new role. Type in the name of your role, then select Create. Next, set the permissions for the role by selecting Edit permissions (they all will be OFF by default).
How to add fillable fields in PandaDoc?
To add a field, open your document/template first, then go to the Content panel on the right, select a role/recipient who will fill out this field later, or add a new one under "Fillable fields for". After that, click on the field or drag and drop it to the place you need.
How do I add variables to PandaDoc?
Using CRM variables in titles Copy a CRM variable you'd like to insert in the template title. Open a template you use to create documents from your CRM and paste the copied variable into the template title. Create a document from this template via your CRM and the variable will be auto-filled with the field value.
How do you set document value in PandaDoc?
Access Document value settings Open your template/document, at the top click the $ icon to open the Document value settings. Here you will have options for: Currency. Source: Custom amount or Pricing Table/Quote builder.
How do I add to the content library in PandaDoc?
Go to the Documents > Content library, then select +Content to create an item from scratch or click on the arrow next to +Content > Import to upload a file from your computer. Use the Content Builder here to create your content in the same way you would create a template.
How do I add a date field in PandaDoc?
Note: Open a template, document, content library item, or form and add a date field. Select the field, then select Properties on the floating panel. Select Signing date from the “Autofill with" dropdown, then send the document.
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