Add personalization with dynamic document content
Save time on customization by adding conditional sections to your documents.
Use Formstack Document’s conditional logic rules to create if/then scenarios for different sections in your document.
Create personalized experiences for customers and prospects with documents that are tailored to their needs.
Reduce the time you spend on document creation with a workflow that customizes documents for you automatically.
Step 1: Get started by uploading a PDF, Word, Excel, or PowerPoint file to our document builder, or quickly build a new document from scratch.
Step 2: Add conditional blocks to your document by clicking Insert>If/Then Statement in the right-hand panel of the builder. This will allow you to set if/then statements that determine what sections are shown or hidden based on the conditions you set.
Step 3: Choose how you’d like your document/s to be delivered by going to the Deliver tab. You can have documents delivered via email or sent to a variety of apps, including CRMs and document storage systems.
To learn more about setup, please read this help article.
