Creating personalized documents for new hires or prospective clients can be time-consuming for admins and senders.
Workspace admins have to build multiple templates with content specific to different locations, industries, and use cases and update individual content items whenever there are changes to the company’s product and services.
Batching new templates and updating existing ones can take an admin anywhere from a few hours to a few days, depending on how different the templates are for different demographics.
Once the templates are ready, the sender has to then go in and add the right content (i.e., case studies, testimonials, product roadmaps, etc.) to make the document unique to the recipient. Sometimes it’s a pretty quick process, but other times, it can take the sender a good amount of time to piece together the added content to make it fit within the existing layout.
Luckily those days are over. PandaDoc Smart Content offers you a smarter way of doing business. Smart Content empowers your team to create consistency across dynamic documents without sacrificing customization while saving you from hours of administrative work.
Using our intuitive interface, you’ll be able to reduce the number of mistakes and make sure the right information is always easily added to all documents. Remind your team what to include, preselect content for them or apply advanced logic in just a couple of steps.
Let’s look at the three different ways you can use PandaDoc Smart Content to generate flawless, dynamic documents.
1. Content Placeholder
Up first, Content Placeholder.
Content Placeholder ensures your team presents polished, branded documents to clients by providing them guidance on the right information to include within each section.
This feature will allow your team members to tailor documents to match the recipients while restricting them from changing the overall layout and design of the document.
Let’s say you’re a sales manager who wants their sales reps to leverage more customer-centric content in their sales proposals.
You can add Smart Content blocks throughout your templates to encourage your reps to include case studies and client testimonials relevant to their respective customer’s use case and industry.
2. Preselected Content
Next is Preselected Content.
Preselected Content is a convenient and efficient way to guarantee your team doesn’t send out-of-date or misleading information to a customer.
As the name suggests, with Preselected content, you tell your team exactly which content library item to include in their documents.
For example, a customer success leader will include Preselected Content in QBR templates to make sure their Customer Success Managers include the most up-to-date product roadmap and new product or services resources in the document.
With Preselected Content blocks in place, you can ensure that everyone uses the right versions of content blocks and templates so they don’t generate incorrect documents that will end up being sent to customers.
3. Conditional Content
We saved the best for last — Conditional Content.
Conditional Content allows you to create templates that automatically adapt to your customer while the sender is generating the document.
As the sender prepares the document, dynamic content will be generated based on the information selected for different variables such as industry, location, and use case.
For instance, when a hiring manager prepares an employment contract, the workspace admin can set up the template to automatically add content library items and text fields based on the new hire’s location and employment status.
On the other hand, a real estate broker can set up Conditional Content within a property purchase agreement to automatically adjust the property taxes within the pricing table based on the property’s zip code.
This small change allows the buyer’s agent to focus less on the paperwork and more on the future homeowners.
Unlike complicated solutions, Smart Content is easy-to-set-up, easy-to-use, and powerful enough to make all your documents as unique as individual business relationships.
Ready to take the next steps? Check out this helpful guide.
* Conditional Content for Senders is exclusively available on Enterprise Plan. Content Placeholders and Preselected Content are available on Business and Enterprise Plans.