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

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.

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.

{% 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.

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.