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.