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Conditional Logic PDF Generation

Show, Hide & Style Content Conditionally in Your Documents

Generate complex documents that adapt to your data. Show or hide sections, apply conditional formatting, and create dynamic content — all without code.

Key Benefits

Why teams choose DocsAutomator for Conditional Logic

Show & Hide Sections

Use {{section_NAME}} and {{/section_NAME}} tags to conditionally show or hide entire sections of your document based on field values from your data.

Named Sections

Name each section, like {{section_premium}} or {{section_eu_terms}}. Control visibility from DocsAutomator's section settings with show/hide rules based on any field. Reuse the same name wherever the block should repeat and one rule controls every copy.

Conditional Styling

Apply different formatting based on conditions — change colors, fonts, or visibility of specific elements based on your data values.

One Template, Many Outputs

Create a single master template that produces different document variants. No need to maintain multiple templates for different scenarios.

Condition Types & Syntax

Multiple ways to control what appears in your generated documents

Conditional logic syntax in a template

Truthy Conditions

Use the "exists" or "does not exist" condition type to show content when a field has any value, or hide it when empty. The simplest way to conditionally include optional sections like notes or special instructions.

Flexible Condition Types

Conditions adapt to the field type: text fields offer equals and contains, number fields add greater than and less than, date fields add is after and is before, and checkboxes add is true and is false. Compare against a value you type, another placeholder, or any field from your data source. The same options work for sections, per-placeholder show/hide, and conditional styling.

Named Sections

Each conditional block uses {{section_NAME}}...{{/section_NAME}} tags with a name you choose. Configure show or hide rules in DocsAutomator's section settings. Use the same name in several places when multiple areas of a long document need to appear or disappear together.

Multiple Conditions

Add multiple conditions to a single section and choose how they combine. Require all of them to pass (AND), or show the section when any one passes (OR). For example, show a section only when status equals "Active" AND region contains "EU". No code required.

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One Template Instead of Ten

Conditional logic eliminates template sprawl

Without Conditional Logic

  • Separate template for each client type or region
  • Duplicate formatting changes across every template
  • Risk of inconsistencies between template versions
  • Manual process to select the right template per scenario
  • Template count grows with every new variation

With Conditional Logic

  • One master template adapts to any scenario
  • Update formatting once, applied everywhere
  • Guaranteed consistency across all document variants
  • The right content appears automatically from your data
  • Add new variants by adding a section — not a template

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How it works

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1

Add Conditional Tags to Your Template

Wrap sections in {{section_NAME}}...{{/section_NAME}} tags in your Google Docs template. Each tag must be in its own paragraph. The content between them is shown or hidden based on your conditions.
Adding conditional logic tags to a Google Docs template
2

Map Your Condition Fields

Connect your data source and ensure the fields used in conditions are mapped. DocsAutomator evaluates conditions at generation time.
Mapping condition fields for conditional logic
3

Generate Adaptive Documents

Each generated document automatically includes or excludes content based on the record's data. Preview different scenarios before going live.
Generated document with conditional sections

Learn more in our Knowledge Base

Get detailed guides, field references, and further information about conditional logic.
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Use Cases

Popular ways teams use Conditional Logic

Multi-Variant Contracts

Multi-Variant Contracts

One contract template for all clients. Show different terms, clauses, or pricing sections based on the deal type or client category. Teams have consolidated 10+ templates into one.

Explore Contract Templates
Conditional Invoice Sections

Conditional Invoice Sections

Show discount sections only when applicable, include tax details for specific regions, or add payment terms based on client type. One invoice template handles all scenarios.

Explore Invoice Templates
Dynamic Reports

Dynamic Reports

Generate reports that include only relevant sections. Show performance metrics for active projects and hide them for completed ones. Adapt the report format by department or region.

Explore Report Templates
Compliance & Legal Documents

Compliance & Legal Documents

Include jurisdiction-specific clauses, GDPR disclosures for EU clients, or state-specific terms for US clients. Conditional logic ensures every document meets the right regulatory requirements.

Explore Legal Templates
Personalized Proposals

Personalized Proposals

Show different service tiers, case studies, or pricing options based on the prospect's industry, size, or needs. Each proposal looks custom-crafted without manual editing.

Explore Proposal Templates

and many more...

Customer Voices

Don't take our word for it. Here's what our customers say about us:

I find this tool really great! Very rich, and so easy to use! the parameters are numerous and very well detailed. Preview mode allows you to immediately see our changes. [...] Not to mention the very fast and top-notch support!

Fred de Artistepro

Fred de Artistepro

I find this tool really great! Very rich, and so easy to use! the parameters are numerous and very well detailed. Preview mode allows you to immediately see our changes.I use Docsautomator for my training institute managed by Airtable.

Fred de Artistepro

Fred de Artistepro

Before I discovered Docsautomator, generating reports from Airtable was a time-consuming task that drained both my time and energy. However, Docsautomator changed everything and made the process feel effortless.

Kuladej Lertkachonsuk

Kuladej Lertkachonsuk

I've been a Glide developer for a few years now and have a handful of clients that are going to benefit so much with regards to saving a huge amount of time with invoicing and quoting. A big thanks to you and your team mate!

Mitch Francis

Mitch Francis

I wonder why I lost so much time using page designer on Airtable. This is the best solution for regarding functionality, ease of use and price. I definitely recommend is. It s a no brainer - really! He also offers precise and super fast support!

Florence Bouchat

Florence Bouchat

Just getting started with DocsAutomator because the options within AirTable did not meet my needs. With always updating features and resources, this is quickly becoming the best extension you can choose.

Shannon Bradley

Shannon Bradley

Advanced Conditional Patterns

Patterns that help teams consolidate dozens of templates into one

Combine multiple document types into one template. A single contract template can include separate clause sections for different deal types. The right clauses appear based on the deal_type field in your data. Teams have consolidated 10+ templates into one.

Include region-specific content like tax details, compliance disclaimers, or translated sections. Show EU-specific GDPR clauses for European clients, US tax requirements for American clients, or bilingual content based on language preference.

Use line deletions to automatically remove entire table rows when a field is empty. Combine with per-placeholder conditional rendering to hide individual cell values based on conditions like equals, contains, or greater than. Keeps generated tables clean and focused.

Wrap entire pages in conditional blocks to include or exclude them from the output. If a conditional section spans a full page between page breaks, the page is omitted entirely when the condition is not met. No blank pages left behind.

Advanced conditional patterns in documents

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Use Conditional Logic with Any Data Source

Airtable
Claude
ChatGPT
Notion
Google Sheets
Softr
Glide
Zapier
Google Forms
SmartSuite
Noloco
ClickUp
n8n
Make
Gemini
API
MCP
Airtable
Claude
ChatGPT
Notion
Google Sheets
Softr
Glide
Zapier
Google Forms
SmartSuite
Noloco
ClickUp
n8n
Make
Gemini
API
MCP

Frequently Asked Questions

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Teams using conditional logic with DocsAutomator:

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