Availability: Business and Enterprise plans
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You don’t have to recreate all of your frequently used content from scratch. Just save it to your content library and reuse it over and over again.
Watch an overview video:
Create a content library item
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. Click here for more details.
Create content library items from a template/document
Add a single block, the whole page, or a template/document to the Content Library.
In your document or template, select the block you’d like to add, click on the Add to Library button on the floating panel
OR click "..." in the top right of a page > if you'd like to save a page
OR select the document icon under the name of your batched documents at the top left, then click the vertical ellipses button next to the document name and select Add to Content Library from the dropdown if you'd like to save the entire document
Choose to add this as a brand new item, or append it to the end of an existing item
If it's a new item, give it a name, choose a folder to add to.
Note:
You cannot add Page Header and Footer to the Content Library.
If you'd like to save blocks in a multi-column layout to the Content Library, you can:
either save the whole page to the Content Library
or recreate the layout inside the Content Library item
Add from your Content Library
To add a content library item to your template, document, content library item, or form, first select the content library icon on the right sidebar. Then, select an item under either the Recent or Featured tab, then drag and drop the item once a blue indicator line appears on a page.
Tip:
Use the search bar to find an item under the Recent or Featured tab.
Under the Featured tab, you’ll find layout samples created by the PandaDoc Design team. These can help you easily create a template, document, content library item, or form in a handful of clicks.
Under the Recent tab, you’ll find any content library items you’ve recently added to any template, document, or form in the active workspace.
Alternatively, select the content library icon on the right sidebar and select Open Content Library to choose the items you need.
You can also add a content library item between pages — it will be added on a separate, automatically created page. Drag your item between pages in your template, document, content library item, or form, then drop it when a blue indicator line appears.
Alternatively, you can add an item from the content library via the quick-add menu:
Inside your template, document, content library item, or form, select the plus icon (+)
Search for your library item, then select the item to add it
Add multiple Content Library items to your document
To add multiple items from the Featured or Recent tab, first select the items in the order you’d like to place them in your document. Then, drag and drop them in their desired place once a blue indicator line appears. You can also select +Add items at the bottom of the sidebar.
You can also add content library items between pages. Drag your items between pages, then drop them once a blue indicator line appears.
Note:
When you add multiple items between pages, each item will be placed on a separate page.
Alternatively, you can add items from the content library via the quick-add menu:
Inside your template, document, content library item, or form, select the plus icon (+)
Select multiple library items, then select Add items
You can add multiple Content Library items either all on one page, or each on an individual page.
To add multiple Content Library items on one page, click the plus sign on the page body to access the Content Library. Select the items, then click Add.
Note:
Content Library items created via upload (from either your computer or cloud storage) will be added as individual pages. If a Content Library item contains more than one page, each Content Library item will be added as an individual page.
Pre-selected content
A smart content block allows you to pre-select content that other users on your account can add to a document.
Learn more about pre-selected content here.