Forms
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Features
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Dynamic Document Content
Documents
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Features
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Dynamic Document Content
Sign
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Features
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Dynamic Document Content

Add personalization with dynamic document content

Save time on customization by adding conditional sections to your documents.

Create personalized documents

In today’s world, customers and prospects expect their experiences to be tailored to their needs. Ensure your documents meet those expectations with the help of conditional sections that show or hide based on the data values of your document.

Streamline your document preparation

Adding dynamic document content to generated files is easy with Formstack Documents.
Dynamic

Use Formstack Document’s conditional logic rules to create if/then scenarios for different sections in your document.

Personalized

Create personalized experiences for customers and prospects with documents that are tailored to their needs.

Automated

Reduce the time you spend on document creation with a workflow that customizes documents for you automatically.

How It Works

Start using dynamic document content in three easy steps:

Step 1: Get started by uploading a PDF, Word, Excel, or PowerPoint file to our document builder, or quickly build a new document from scratch.

Step 2: Add conditional blocks to your document by clicking Insert>If/Then Statement in the right-hand panel of the builder. This will allow you to set if/then statements that determine what sections are shown or hidden based on the conditions you set.

Step 3: Choose how you’d like your document/s to be delivered by going to the Deliver tab. You can have documents delivered via email or sent to a variety of apps, including CRMs and document storage systems.

To learn more about setup, please read this help article.

Ready to get started?

Start a 14-day free trial to see how Formstack’s productivity solutions can help you simplify your day and achieve efficiency in the workplace.

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