What is the Content Library and how do I use it?

Focus:  The focus of this self-help article is to provide steps and information about the PandaDoc “content library” features.

What is the Content Library?: This is available for the Business and Enterprise plans. The content library or library can be used to create content for a document or template that can be used again and again. Content can consists blocks and fields that can be used with PandaDoc.

Please note:  The following content blocks can be used for the Content Library:  Heading, Text, Image, Video, Table, Pricing Table, TOC, Attachment.

Multiple ways to add to the Content Library:  Shown below, this will explain on how to add a new item directly from the content library section on the left side of your account. We also have another way, to add items to the content library from your existing templates and documents. Click here to learn more.

Step 1: Adding your first Content Library. On the left, click on “Content Library” icon, then click on New Content Template.

Step  2: Providing a Name. Next, you will want to provide a new to the content that you will create.

Step 3: Create your content library with blocks With the blocks, you can add Headings, Text, Images, Video, Page Breaks, Tables, Table of Contents (TOC) , Pricing Table (if enabled), Attachment (If Enabled)

To view the layout options for other blocks, click on each link: “Heading”, “Image”, “Video“, “Page Break”. “TOC”, “Table Block”, “Pricing Table Block”, “Attachment“.

Step 4: Create your content library with fields.  We make things easy! Drag-n-drop signature, text, and other various input fields, assigning recipients to them with a single click. In the PandaDoc editor, there are five fields you can use.

To Learn more Fields and how they can be used, click on each link:  TextField FieldSignature FieldInitials FieldDate FieldCheckbox FieldDropdown FieldMasked FieldUpload Field,  Text Field. To review all Fields, click here.

Step 5: Tokens Tokens can also be added to the content library item to autofill data when used for a document or a template. Using the custom token setup [brackets], you can add your own custom tokens and they will appear in Yellow.

For more information about the Tokens, click here.

Step 6: Setup roles  Roles are added to templates to help predefine the fields when you use a template for a document. So, if you set up a role called “Signer” for each field, all that you have to do is assign a recipient to that role when you turn this template into a document.

For more information about the Roles, click here.

Step 8: Design options You also have the ability to modify the “Design” of the document. Click on “More…” > Design.

For more information about the Design options, click here.

Step 9: Using your Content library items in templates and documents.  Shown in a template below, now you can add this piece of content to be used again and again. Select “Library” On the right, either search by name or “tags” to find the item. Use the “eye” icon to see a preview of the item for adding. Please note: Preview does not work for Attachment blocks.

Step 9: Saving images to the image library. You can also save and reuse images that you have uploaded before. Click here to learn more.

Templates - Content Library - Image Library

Step 10: Tagging of Content Library items You can also tag your content library items in order to key track of them by using “keywords” to make it easier to find. Click here to learn more about content library tagging.

Step 11: Content use reporting for Content Library items. PandaDoc now offers a new reporting tool for Content Library usage. Check here to learn more about reporting options.

Have questions? For faster support please:

  1. Log in to PandaDoc
  2. Then click on the help button
  3. Choose Contact Support option

Or feel free to contact us using our public form:

Contact Support