Overview

Conditional Texts allow you to automatically display or hide specific text content in your Proposals based on data captured in the field. This feature ensures that your generated documents are personalized and accurate, including only the information relevant to the specific client or project without requiring manual editing.

By linking text blocks to specific Data Fields (like a "Yes/No" toggle or a specific Dropdown selection), you can dynamically control the visibility of disclaimers, warranty information, or scope details.

Availability

This feature is available in the Estimate and Estimate Elite plans.

Feature Guide: Conditional Texts

What It Does

Conditional Texts act as a "smart" container within your document. You can wrap specific sentences, paragraphs, or variables in a condition. If the condition is met (e.g., a switch is turned "ON"), the text appears in the final proposal. If not, it remains hidden.

Where to Find It

Conditional Texts are configured within the Paragraph Block within a Proposal Template editor:

Navigate to Settings on the UserSite.
Select Proposal Templates.
Open a template and add or edit a Paragraph Block.

How to Use It

Follow these steps to make your text dynamic:

1. Insert Conditional Text

Inside the Paragraph Block editor, click the Conditional Text icon. There are two options:

Inline: Use this widget for inputting texts and variables that will be displayed in the same line as the surrounding content.
Block: This widget allows for more extensive content, such as drawings and tables. The content will appear as a distinct, separate section.

2. Set Condition

Choose the Data Field that will control the visibility of your text. You can define rules based on the following field types:

Data Field Type	Available Conditions	Example Use Case
Switch	Is ON / Is OFF	Show a "Safety Disclaimer" only if "Hazardous Site" is toggled ON.
Dropdown List	Is Equal To	Show specific warranty terms based on the selected "Service Level".
Single Line / Paragraph Text	Is Equal To / Is Not Empty	Show notes only if the "Client Contractor Name" is not empty.
Date	Is Not Empty	Display a "Project Start Date" sentence only if a date has been selected.

3. Add Content

Once the condition is set, type or paste the content you want to display inside the conditional block.

💡 Tip: You can insert variables inside the conditional block. For example, you can show: "The project will begin on [Start Date]" and have the entire sentence hidden if the [Start Date] variable is empty

4. Save and Publish

Click Save to apply the changes to your template. When your team generates proposals in the app, the content will appear or disappear automatically based on their form inputs.

FAQs & Troubleshooting

Q: Can I set multiple conditions for one block of text (e.g., If A AND B are true)?

A: No. Currently, the system supports one single condition per text block.

Q: Can I put a conditional text block inside another conditional text block?

A: No, nested conditional structures are not supported at this time.

Q: What happens if I rename the Data Field used in a condition?

A: Your template will continue to work correctly. The system links fields using a unique identifier (UUID), so renaming a field label (e.g., changing "Pool" to "Swimming Pool") will not break the link.

Q: Why do I see a warning when editing a Dropdown List?

A: If you edit or delete a Dropdown option that is currently being used to trigger conditional text in a template, the system will warn you that this might affect your templates.

Using Conditional Texts in Proposal Templates