Automate Vtiger Documents with VTExperts Document Designer’s Conditional Logic

Salman Siddique — Thu, 23 Apr 2026 12:48:51 +0000

We have all been there: you are about to send a contract or an agreement, but it is filled with “N/A” markers and empty sections that do not apply to the client. It looks messy, feels impersonal, and a bit unprofessional. In Vtiger CRM (Open Source), the “one-size-fits-all” template is a thing of the past. Thanks to VTExperts’ Document Designer, you can now use Conditional Logic to make your templates “smart.” Instead of maintaining a dozen different files, you use one Master Template that automatically hides or shows fields based on your CRM data. Imagine you are managing properties. Not every tenant has a pet, so why should every lease include pet addendum? With a simple conditional logic on picklist field “Is Property Pet Friendly?” in your CRM, the Document Designer takes over: If Yes: The “Pet Policy” section—complete with pet types, deposit amounts, and specific rules—instantly appears in the

The post Automate Vtiger Documents with VTExperts Document Designer’s Conditional Logic appeared first on VTiger Experts.

Conditional logic – VTiger Experts

Automate Vtiger Documents with VTExperts Document Designer’s Conditional Logic