Enable Smart Content from Fields as well as Variables
I know that Smart Content can be autopopulated based upon the value of a variable token within a document, but I would love to see the same Smart Content effect based upon the value of a field as well. Almost a mix between Smart Content and Conditional Rules combined where I would like to be able to have the value of a field in document actually trigger the Smart Content. An example in a document is a simple checkbox that pops open Smart Content if checked, versus only being able to enable the Smart Content from a variable token.
Taylor Williams
shared this idea
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Luke Clements commented
Would be an absolute game changer for us and would most likely make me spend the extra for the enterprise edition, without this feature it's just not worth it.
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AdminAnonymous (Admin, PandaDoc) commented
I agree with this. I thought that creating the smart content feature would have had this in it, as it would be a very, very simple addition. Please create this as soon as possible please.. Conditional Drop Down that will display different smart contents based on the selection. For example, users to select "Payment type" and if they select paying by ACH they will get this smart content. if they select Visa, Amex then they are shown this smart content:
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Adam Bunning
commented
I agree with this. I thought that creating the smart content feature would have had this in it, as it would be a very, very simple addition. Please create this as soon as possible please.
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Rachael Gaytan
commented
This is something that we need and would make a HUGE impact on our process!
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Customer example of how he would like to use this feature:
“Please select your preferred service type from the options below:
Option 1: Service A
Option 2: Service B”
Once the client makes a selection (either Service A or Service B), the system will then display content that is specifically tailored to the chosen service. This means if the client chooses Service A, they will see content related to Service A. Similarly, if they choose Service B, they will see different content that pertains specifically to Service B.
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I can create a drop-down with a selection of several countries to be selected by the customer and once the customer selects the country in the drop-down. The selection drop-down box changes to a link to the country's website or any option I choose the dropdown to be
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Rachele Galang Ong commented
Conditional Drop Down that will display different smart contents based on the selection. For example, users to select "Payment type" and if they select paying by ACH they will get this smart content. if they select Visa, Amex then they are shown this smart content:
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Anonymous
commented
Regarding button conditionality; it would be great if entire pages were able to show up/disappear based on conditionality!
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Anonymous commented
when setting up a rule, should be able to select pricing table
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Anna Kovalchuk commented
Pull smart content based on whether a checkbox is checked or not
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AdminSolomiia Mereniuk (Admin, PandaDoc) commented
smart content should be based on field values in addition to variables values.
