Smarter templates are here: IF/ELSE conditions in TryDoku

Why conditional logic matters

If you generate documents from a spreadsheet, you’ve probably run into cases like:

Include a “VAT” line only for EU customers.
Switch language (EN/ES/DE) depending on a column.
Add a specific clause when a customer is “Enterprise”.
Show a discount message only when a discount exists.

Before this feature, teams often cloned templates (and then spent hours keeping them consistent). With IF/ELSE, you keep one master template and let TryDoku fill in the correct variant per row.

How it works in TryDoku

1) Upload your Word template

Create a DOCX like you normally would: headings, tables, logos, signature blocks—whatever you need.

2) Connect Excel or Google Sheets

Each row becomes one document. Columns become variables you can reference in your template.

3) Add if conditions

Use {% if ... %} blocks to show/hide content based on your data.

4) Generate PDF or Word at scale

Export as PDF or DOCX instantly—hundreds or thousands of files in one go.

Example 1: Show a discount section only when it exists

Let’s say your sheet has columns like customerName, plan, and discountPercent. You want a discount note only when a discount is present.

Template snippet (DOCX text) if condition

Hi {{ customerName }},

You selected the {{ plan }} plan.

{% if discountPercent %}
Good news — you received a {{ discountPercent }}% discount for this period.
{% else %}
No discounts are applied to your current billing period.
{% endif %}

Result: rows with an empty/zero discountPercent won’t awkwardly display “you received a % discount”. The document reads naturally either way.

Example 2: Switch contract clauses by customer type

Imagine a customerType column with values like SMB or Enterprise. You can include different clauses without maintaining separate templates.

Template snippet (DOCX text) IF / ELSE

{% if customerType == "Enterprise" %}
Service Level Agreement (SLA)
We guarantee 99.9% monthly uptime and provide priority support.
{% else %}
Support
Support is provided during business hours with standard response times.
{% endif %}

Bonus idea: conditional signature block

Useful when a different person signs depending on the region (e.g., region = EU vs US).

{% if region == "EU" %}
Signed by: {{ signerNameEU }}
{% else %}
Signed by: {{ signerNameUS }}
{% endif %}

Best practices (so your templates stay sane)

Keep conditions close to the text they control. It’s easier to maintain later.
Use clear column names like customerType, region, language.
Prefer “one master template” with conditions over multiple template copies.
Test with a small sheet first (5–10 rows) before generating thousands of docs.

Ready to try conditional templates?

Upload a Word template, connect Excel or Google Sheets data, and instantly generate personalized PDF or Word documents at scale. With IF/ELSE logic, your documents now adapt automatically to each recipient.

Turn hours of copy-pasting into seconds

Conditional logic is one of those “small” features that quietly saves teams a ridiculous amount of time: fewer template versions, fewer manual edits, fewer mistakes—more documents shipped in less time.