Conditional logic to hide certain sections in a Word document possible? And generate the custom PDF for multiple recipients to sign based on the logic

  • esvesv
    Asked on September 2, 2024 at 5:29 PM

    Hi team, we are looking for a solution to do the following:

    Conditional logic to hide certain sections in a Word document possible? And
    generate the custom PDF for multiple recipients to sign based on the logic? And approval process before sending possible?

    We can do it with another solution but they are a bit too expansive and the configration is not straight forward. I would like to check if jotform can be an alternative which can achieve all the above requirements.

  • Kenneth JotForm Support
    Replied on September 2, 2024 at 5:41 PM

    Hi Ethan,

    Thanks for reaching out to Jotform Support. Unfortunately, incorporating conditional logic directly into a Word document is not feasible. Conditional logic can only be applied within form fields or specific form templates.

    We also have a guide about Conditional Logic for Online Forms that you can check out.

    Let us know if there’s anything else we can help you with. 

  • Kenneth JotForm Support
    Replied on September 2, 2024 at 5:43 PM

    Hi Ethan,

    As for your other question, I've moved that to a new thread. You can check that out here.

  • Ethan
    Replied on September 2, 2024 at 5:49 PM

    I see. Instead of handling the logic directly on the Word doc, for example if we build the online form to ask the recipients whether they are interested to some offers, and if they answer "Yes", we want to append an preset optional section in the proposal template (in PDF format) and send to them to e-sign. Is it something jotform can do?

    We are ok to have the recipients filling in their answers through online form. Just that we need the final documents to be in PDF format with the data they submitted (with some logic like if Question A = "Yes", we stat the T&C with XYZ) and e-signature for both parties

  • Rene JotForm Support
    Replied on September 2, 2024 at 6:02 PM

    Hi Ethan,

    I moved your other question to a new thread and helped you with that here.

    Reach out again if you have any other questions.

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