Automate your document creation with GetAccept Conditional Content

In today’s fast-paced sales environment, efficiency is everything. The more time spent searching for the right content, updating your quotes and proposals, or fixing errors, the less time reps have to focus on what truly matters—selling.

Introducing GetAccept Conditional Content – a game-changer that helps sales teams work smarter and more efficiently.

What is Conditional content?

With Conditional Content, you can use “If-Then” logic to define whether to display or hide certain content in your templates based on:

• Product information added to the pricing table
• Total price
• Discounts added
• Document name
• Document value

Once set up, your documents are automatically assembled based on these predefined conditions, requiring little to no extra effort from your team.

This feature helps you streamline your sales process, reduce administrative work, and prevent errors, all while maintaining the personalized touch for your buyers. Here’s how:

• Save time: By automating your document creation, your sales reps no longer need to manually find and add the right content to each document.
• Reduce errors: With fewer manual changes, the chance of using incorrect or outdated content is significantly minimized, ensuring that only relevant, accurate information is presented.
• Personalized documents: Conditional content ensures that documents are always customized to the client’s needs based on the products they selected and related tiers, fostering stronger connections.
• Scale without mess: As your team scales, conditional content makes it easier to manage and update your documents, avoiding template overload.

Uses Cases

We’ve collected some real-life use cases from customer feedback, and here they are:

Use case 1: Dynamically hide or display product information based on selected products

When sending a quote or proposal to buyers, it's essential to include detailed product information so they can make a final decision quickly.

Previously, admins had to add all product information as content resources in GetAccept, requiring reps to manually select and insert the relevant details into each document. This process was slow, prone to human error, and led to a cluttered content library.

With Conditional Content, admins can add all product information within one single template. When reps create new documents—whether proposals, quotes, or signable contracts—the relevant product details are automatically included based on the items added to the pricing table. The following Storylane demonstrates this process in action.

The end result? Higher efficiency, fewer human errors, and a shorter sales cycle.

Use case 2: Display additional information based on selected products

For certain products and services—such as consulting hours or migration services—you may need to include a disclaimer.

To prevent reps from forgetting this important information, you can set the additional details as conditional content. This ensures they are automatically displayed when specific products are selected, eliminating the risk of human error.

Use case 3: Display different terms and conditions based on document value

For companies targeting customers of varying sizes, different Terms and Conditions may apply.

Instead of creating multiple templates with identical content except for the terms and conditions, you can consolidate them into a single template.

In this case, by setting logic based on the document value, you can automatically display the appropriate Terms and Conditions for SMB, Mid-Market, or Enterprise.

This streamlines the process, reduces the number of templates, and ensures reps always use the correct one.

Use case 4: Adjust content for various business areas (via document name)

Beyond the use cases mentioned above, you can customize which content is displayed based on how you name the document.

For example, if you operate in different regions (e.g., Europe, USA, or EMEA) or across various business areas (e.g., selling apartments, houses, or villas), you can set up logic such as:

• If the document name contains "villa", then display yard maintenance tips.
• If the document name contains "USA", then display additional tax regulations.

Conditional Content is highly flexible—explore it today and tailor it to your unique business needs!

Seamlessly integrate with your CRM

GetAccept’s conditional content integrates effortlessly with your CRM. Once set up, it dynamically displays or hides content based on the Product Line Items pushed from your CRM to your pricing table—no extra configuration required.

What’s coming next?

We are continuously enhancing this feature to support more use cases—for example, dynamically displaying content based on custom data or creating dynamic approval flows based on the signer's title.

Stay tuned for upcoming releases!

How to set it up

Admins and users can both set up conditional logic in GetAccept. Admins can create and configure the smart templates that utilize conditional content, ensuring everything is set up for the team. Sales reps can then focus on using these templates to send personalized, accurate documents without having to worry about content overload.

Follow this Help Article to learn the step-by-step guide. Try it out today and contact your designated GetAccept contact if you have any questions or feedback.