What is Conditional Content?
Conditional Content in GetAccept allows you to automate document creation by using "If-Then" logic to dynamically show or hide specific content based on:
Product Line Items (e.g., product name, price, units)
Pricing Table Values (e.g., total price, discount levels)
Document Properties (e.g., document value, name)
Custom data that you've created and applied to the template
This feature ensures that documents are automatically customized with relevant information, reducing manual work and errors. And with template preview now supporting conditional logic, you can verify the full output before creating a single document. With the latest editing experience, blocks that won't appear in the sent contract collapse and fade out automatically, giving you instant clarity on what your buyer will actually see.
Conditional Content reduces template overload, enhances efficiency by eliminating manual edits, minimizes errors through auto-generated content, and ensures a structured, scalable sales process.
Who can use Conditional Content?
Conditional content is available to users on the Enterprise plan, or who have purchased the Conditional Content add-on.
Use Cases
1. Show Product Information Based on Pricing Table
Product descriptions are automatically included when a product is added to the pricing table.
2. Display Disclaimers Based on Selected Products
If a user selects a specific product, the relevant disclaimer or additional information is automatically displayed.
3. Add Terms & Conditions Based on Deal Value
Terms & Conditions are dynamically adjusted based on the deal value, ensuring the correct contractual terms are applied.
4. Customize Content Based on Document Name
A single template can be used across multiple business areas, with content automatically displayed based on the document name.
5. Show relevant content based on location
By creating a custom data field for the buyer's location, you could show contract blocks that are relevant for them, for example showing GDPR information for buyers based in Europe.
Important: Ensure to add relevant custom data fields to the template in order to be able to use them for conditional logic. Learn more about adding custom data to templates.
How to Set Up Conditional Content
Step 1: Add Content Blocks to Your Template
Insert different content blocks the template that may require conditional logic (e.g., product descriptions, disclaimers, terms).
Step 2: Access Conditional Logic
Open the template where you want to add conditional logic.
Either press the floating "Add Conditional logic" button, or click the three-dot icon at the top-right of the template editor and select "Conditional logic" from the dropdown menu.
Pro-tip: You can open the Conditional Logic builder from anywhere in the document using the floating button. This keeps the builder one click away, even in long templates with many conditions.
This will open the Conditional Logic settings where you can define rules to control content visibility.
Step 3: Add a Conditional Rule
You can create new rules using AI, or build them manually.
Creating conditional logic with AI
Describe in natural language the rules you'd like to create. The AI will try to understand the conditions that you've described and what the outcome should be.
You can discard or apply the proposed rules, or continue to iterate with AI.
Creating conditional logic manually
Click "Add condition manually" to create a new conditional logic rule.
Enter a name for the rule (e.g., "Any product line item name").
Under the "IF" condition:
Select an input field, such as "Any product line item name."
Choose an operator (e.g., "equal to").
Enter the value that will trigger the condition (e.g., "Enterprise Package").
This step defines when the conditional content should be displayed.
Step 4: Select Content for Conditional Logic
Click "Add output" to specify what should happen when the condition is met.
In the template editor, select the block or element you want to make conditional.
Click "Show" (or "Hide" if you want to remove content when the condition is met).
Click "Save" to apply the conditional rule.
The selected element will only appear when the set condition is fulfilled.
Step 5: Preview and test conditional logic in your template
You can preview conditional logic directly in the template, without having to create a test document first.
Click the Preview button in the template editor. The preview will show and hide blocks based on your conditional rules, exactly as they would appear in a document created from that template.
Testing different scenarios with the 'Preview conditional logic' panel
The preview includes a what-if panel that lets you simulate how the template would look for different deals. Enter hypothetical values – deal amount, contact name, custom fields – and the preview updates instantly.
For example, if you have a condition that shows a "Most favored customer"clause section when deal value exceeds a certain threshold, enter that value in the what-if panel to confirm the right blocks appear.
Note: The Preview conditional logic panel uses values you enter manually – it does not pull live data from your CRM. Conditional preview evaluates logic as configured in the template; if conditions reference CRM fields not mapped in the template, those blocks may not render as expected in preview.
Step 6: Create a document
Go to the Create in GetAccept.
Select the template where you added conditional content.
Start creating a document using this template.
In the sending process, you can preview how the conditional logic behaves.
The selected content block will now display a tag showing that it is controlled by conditional logic.
If the condition is met, the content will be marked as "Visible".
If the condition is not met, the content will be marked as "Hidden".
PDFs are not supported.
Conditions cannot be changed after the document is sent.
Templates will be longer when setting up conditions, but recipients will only see the relevant content.
See what your buyer will see while editing
The editing experience for conditional content gives you instant clarity on which blocks will appear in the contract you send. Content that doesn't meet the conditions you've set collapses and fades out automatically, so what stays visible in the editor is what your buyer will see.
This means you can:
See visibility at a glance: Hidden blocks collapse automatically, so you no longer need to scroll through long templates or jump into preview just to double-check your work.
Edit collapsed blocks anytime: Hidden content is still fully editable. You can open and update collapsed blocks whenever you need, with the same flexibility as before.
Open the logic builder from anywhere: A floating button keeps the Conditional Logic builder one click away, no matter where you are in the document.
Note: Preview remains the most accurate representation of the final recipient view. The editing experience makes it easier to work with conditions, but Preview is still the source of truth before you send.
Frequently asked questions
Can I preview conditional logic directly in a template?
Yes. Template preview now evaluates conditional logic in real time. Open the preview from the content library or template editor and use the what-if panel to simulate different scenarios.
Does template preview replace creating a test document?
For most cases, yes. The preview with the what-if panel is designed to replace the need to generate a test document just to verify your conditions are working. Preview remains the source of truth before you send.
Can I test multiple scenarios in one preview session?
Yes. Change the values in the Preview conditional logic panel and the preview updates instantly — no need to reload or start over.
Can I still edit blocks that are collapsed or hidden?
Yes. You can always edit hidden or collapsed content while building templates. Collapsing is purely a visibility aid in the editor.