Conditional content
One governed template instead of template sprawl
Static templates: a separate near-duplicate for every product type, region, or deal size.
Conditional logic pulls the variations into one proposal template.
Same template, different deal: rules include, skip, or swap sections based on deal data.
Order form – enterprise
Order form – mid-market
Proposal – North America terms
Proposal – EMEA terms
Proposal – with services
Proposal – multi-year ramp
…and dozens more near-identical copies
Deal data
- Deal AOne-year term, no labor lines, North America
▶ Generating now - Deal BOne-year term, labor lines, EMEA
▶ Generating now - Deal CMulti-year term, labor lines, North America
▶ Generating now
One proposal template
Governed template
- Branding and header✓ Included– SkippedAlways
- Quote line items✓ Included– SkippedAlways
- Services statement of work✓ Included– SkippedOnly when labor lines exist
- North America termsEMEA terms⇄ Swapped– SkippedTerms swap by region
- Ramp schedule✓ Included– SkippedOnly on multi-year deals
One governed template beats forty near-duplicates.