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DocsAutomator enables rendering of entire document areas dynamically using Sections. These are defined by wrapping content with opening and closing tags that include a section name.

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Syntax

Opening tag: 
{{section_SOME_NAME}}
Closing tag: 
{{/section_SOME_NAME}}
The closing tag requires a forward slash before section.

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Example

{{section_premium_content}}

This entire area will only appear if the condition is met.

You can include any content here:
- Text
- Images
- Tables
- Line items

{{/section_premium_content}}
Add color to section tags in your Google Doc for easier identification within templates.

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Configuration

Once sections are defined in the template, they appear in automation settings where conditional rendering rules can be applied.

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Available Conditions

Each rule is built from three parts: the operator, what you compare against, and (when a section has more than one rule) the match mode.

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Operators

Operators adapt to the field type, so a number field offers numeric comparisons, a date field offers chronological ones, and a checkbox offers true/false.
TypeOperators
Textequals, does not equal, contains, does not contain
Presenceexists, does not exist
Numbergreater than, less than, greater than or equal, less than or equal
Dateis after, is before, is on or after, is on or before
Checkboxis true, is false

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Compare against

A condition no longer has to compare to a fixed value you type in. You can compare against:
SourceDescription
A valueA literal value you enter (the default)
Another placeholderThe value of any other mapped placeholder
A source fieldAny field from your connected data source, including fields not mapped to a placeholder. Inside line items you can target the row’s own field or the parent record’s field.
This enables dynamic comparisons, for example showing a section only when amount_paid is less than amount_due, or when one date field is after another.

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Multiple conditions

Add more than one rule to a section and choose how they combine:
  • ALL: the section shows only when every condition passes (AND)
  • ANY: the section shows when at least one condition passes (OR)
Existing sections keep working unchanged. A single rule that compares a placeholder to a value behaves exactly as it did before.

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E-Signature Fields in Sections

E-sign fields ({{esign.signature_1}}, {{esign.date_1}}, etc.) placed inside a conditional section are fully excluded from the signing workflow when the section is hidden:
  • No signing session is created for fields in hidden sections
  • No $0.50 e-sign charge is billed
  • If all e-sign fields are inside hidden sections, email delivery proceeds normally instead of being held for signing
This lets you use a single template for both e-sign and wet-ink workflows by placing each signature block in its own section and toggling visibility with a field value.

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Use Cases

Premium Content

Show additional content for premium customers

Legal Clauses

Include specific contract clauses based on agreement type

Regional Content

Display region-specific information

E-Sign vs Wet Ink

Use one template for both signing methods

Conditional Show/Hide

Show/hide individual placeholders

Conditional Paragraph Deletion

Delete lines when empty
Last modified on June 1, 2026