Dochly's native Salesforce conditional document logic automatically shows the right content based on your CRM field values — the right pricing, clauses, terms, and sections. No manual editing. Ever.
Salesforce teams using Dochly's conditional logic stop editing documents manually — every document is always accurate, personalized and compliant.
Ready to eliminate manual document editing from your Salesforce workflow?
Start Free TrialThree powerful conditional logic features that make your Salesforce documents smarter, more accurate and completely automatic.
Choose exactly what content to include or exclude in your Salesforce documents using IF/THEN rules based on any CRM field — one template handles every variation.
Get granular with nested conditions within conditions. Dochly handles even the most complex logical requirements — no matter how specific your document rules need to be.
Dynamically merge entire additional pages, addendums, special terms, or legal sections into your Salesforce documents based on your conditional rules — automatically.
Most document tools handle simple IF/THEN rules. Dochly handles deeply nested conditions — perfect for legal, compliance, and enterprise document requirements.
Stop editing documents manually for every deal, customer, or region. Let conditional logic handle every variation — automatically and accurately.
Every customer gets a document built specifically for them — the right pricing, terms, and content based on their Salesforce data. No generic templates.
Conditional logic takes care of every customisation automatically. Stop spending hours tweaking document content and start focusing on closing deals.
Manual document editing creates costly mistakes — wrong pricing, missing clauses, incorrect terms. Conditional logic pulls data directly from Salesforce so documents are always correct.
Automatically include the right compliance clauses, HIPAA terms, regional legal requirements, and regulatory content based on your Salesforce data — no manual compliance checks.
One smart Dochly template with conditional logic replaces dozens of manual document versions — saving your team hours every week.
From connecting your Salesforce fields to generating your first fully automated document — in minutes.
Select the Salesforce objects and fields you want to use as conditions — Stage, Amount, Industry, Region, Account Type, or any custom field in your org.
Use Dochly's visual rule builder to set up your conditional logic — define what content to show or hide based on your Salesforce field values. No coding required.
Click generate from any Salesforce record and Dochly applies all your conditional rules automatically — the right content, clauses, and pricing every time. Zero manual editing.
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From sales proposals to legal contracts — see exactly how conditional logic eliminates manual document editing across every team.
Sales reps generate perfectly tailored proposals in one click — the right pricing tier, product descriptions, discount terms, and payment options based on each opportunity's Salesforce data.
Legal teams stop manually adding clauses to every contract. Conditional logic automatically inserts the right terms — HIPAA, GDPR, regional legal requirements — based on the deal data in Salesforce.
Finance teams generate invoices and financial documents that automatically show the right payment terms, tax lines, currency, and billing details based on the account data in Salesforce.
Operations teams generate service agreements and onboarding documents that automatically include the right service tiers, SLA terms, and onboarding steps based on the customer's plan in Salesforce.
Ready to automate your Salesforce document content?
Start Free TrialSee what Salesforce admins, sales ops and legal teams say about conditional document logic in Dochly.
Everything you need to know about automating Salesforce document content with conditional logic in Dochly.
What is Salesforce conditional document logic?
What Salesforce fields can I use as conditions?
Can I nest conditions within conditions?
Do I need coding skills to set up conditional logic?
Can conditional logic insert entire pages into a document?
How many conditional rules can I have per template?
Does conditional logic work with Dochly's batch document generation?
Is conditional document logic available in Dochly's free trial?
Still have questions? We'd love to help.
Start Free TrialOne smart Dochly template with conditional logic automatically generates the right document for every Salesforce record — the right pricing, clauses, terms and sections. Every time.
Dochly eliminates every manual step — no more copy-paste, no more wrong clauses, no more version control headaches. One template, infinite smart variations.