NEW: Conditional Content

September 2026

We've enhanced Conditional Content, part of the AI-powered Smart Proposal Engine, so one proposal can now adapt to all of these scenarios itself, down to the smallest detail.

What's new?

• Conditional logic now works on individual pieces of content, including text, images, videos, columns, and contract clauses, not just entire blocks.
• Combine conditions with and/or logic, for example showing a next-steps table only if a deal is enterprise-sized AND based in a specific region.
• Conditional Content is now available inside agreements too, so one contract can flex across deal types instead of you maintaining a separate template for each one.
• The Smart Proposal Engine pulls the relevant deal data from your CRM and other connected sources (meeting notes, call transcripts) to drive the logic automatically.

Why this matters

• Personalization at scale: one template adapts to the deal in front of you, without trading off speed for quality.
• Faster sales cycles: building a high-quality, personalized proposal takes far less time.
• Fewer mistakes: the right content and clauses show up automatically, cutting the risk of sending something irrelevant or wrong.
• A better buyer experience: prospects only see what's actually relevant to them.

Conditional Content and the Smart Proposal Engine are Scale-plan features. Using the Smart Proposal Engine to build pages draws from your credit balance.