I’d love to see conditional logic (spintax) enabled in Documents and Contracts, allowing dynamic content blocks to appear based on custom field values, which is particularly useful for tailoring service descriptions or terms in real time based on contact or opportunity fields (custom objects as well would be a banger).
Proposed Syntax:
Enable templating logic such as:
{% if "Service Name" in contact.service_terms %}
## Heading
Custom description related to Service Name
{% endif %}
This would allow us to automatically generate personalized documents/contracts based on selected services, improving automation and reducing manual edits.
How to make it even more powerful
Introduce a Service Term Library where commonly used service blocks (e.g., copy, terms, pricing) can be stored and pulled into documents/contracts based on conditions. This would:
  • Standardize wording across all documents
  • Reduce duplication
  • Speed up contract creation and reduce human error
This feature would greatly enhance personalization, and reduce the need to create complex workflows to pull service items from external systems and insert into a multiline text field.