Catalog Conditional Field Document For Free

To create your own variables open your Template > drag&drop a Content Block > type a custom name of the variable in square brackets (e.g. [Client. Address]).

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These variables act as placeholders for any information you need to populate manually when creating a document. You can name them whatever you want, and they're useful if the information doesn't exist in your Contacts.

You can add a top-level condition by clicking AND or OR on the condition builder toolbar above the conditions (List v2) or clicking New Criteria (List v3). You can remove a condition by clicking the delete icon (X) next to the condition (List v2).

PandaDoc conditional smart content allows you to dynamically populate content library items based on variable values when a user generates a document from a template. * The feature is available as a paid add-on.

Create or edit a catalog item Navigate to All > Service Catalog > Catalog Definition > Maintain Items. Click New. On the Catalog Item form, fill in the fields. For more information about the fields and their descriptions on the Catalog Item form, see Catalog Item form.