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Using Conditional Content in Documents Tied to Quotes

Conditional content in PandaDoc allows you to dynamically adjust sections of a document based on selections made within a quote. This is useful for tailoring terms of service, SLAs, and pricing details based on the products or services selected by the recipient.

Watch the Video Tutorial​

Overview: Why Use Conditional Content?​

  • Automatically adjust document content based on selected products.
  • Insert different legal terms, pricing tables, or service descriptions dynamically.
  • Reduce manual edits and streamline document generation within workflows.

Step 1: Create a Quote Variable​

  1. Open the Quote Block within your template.
  2. Navigate to the Rules Tab.
  3. Create a Quote Variable (e.g., selected_plan).
  4. Define a rule to set this variable based on selected products:
    • Filter selected line items.
    • Assign the line item name to the selected_plan variable.

Step 2: Test Quote Variable Updates​

  • Select different products in the quote to ensure the variable updates dynamically.
  • Save and verify that selected_plan reflects the correct product.

Step 3: Use the Quote Variable in the Template​

  1. Return to the Template Editor.
  2. Search for available Quote Variables.
  3. Create a Smart Content Block triggered by selected_plan.
  4. Define conditional content rules:
    • Display specific text or sections based on the selected plan.

Step 4: Implement in a Workflow​

If using a workflow, you need to:

  • Recreate the quote logic in the Quote Step.
  • Define the same Quote Variable (selected_plan).
  • Replicate the rules within the workflow's Quote Tab.

Step 5: Map Data to the Document​

  • Open the Documents Tab in the workflow.
  • Refresh the Data Tab to sync the latest quote variables.
  • Ensure the selected_plan variable is correctly mapped.

Step 6: Test the Workflow​

  • Run the workflow and select different plans.
  • Confirm that the correct content is displayed in the generated document.
  • Ensure dynamic updates work based on changes in the quote.

Key Takeaways​

  • Conditional content allows for dynamic document customization.
  • Quote variables ensure seamless data mapping from quotes to templates.
  • Workflows require recreating quote logic separately from standalone templates.

With this setup, PandaDoc CPQ can generate highly personalized proposals that adapt in real time to your customers' selections.