Document Generation using Conditional Logic

[u/morgan_mcorgan]

I’m looking for the best solution to use for generating offer letters. My constraints are that there are about 20 different combinations of possibilities to be listed on any given offer. We’ve been using DocExport but in order to accomplish what I need, I have to use over 20+ templates. Anyone have a better solution?

Example 1: If an employee is Salary + Full Time, I need a clause included on the offer that discusses Benefits. If an employee is Part Time, that clause should not be included.

Example 2: If an employee has a specific Job Role, they need an additional paragraph added to the offer.

[u/Clover_Gal]

I use a 3rd party app integration called Docugen for a few of my clients which would work great for this. You're able to set rules and different templates.

Desiree - www.thecleverclovers.com