Learn how to use conditional logic in quote templates to display customized information.

The number of quote templates your business needs can increase with every new payment method, seasonal discount, and more. Consolidate quote templates by using conditional logic. Based on customer information or charge attributes, you can display different pieces of information on a quote file using IF merge fields.

IF fields contain IF/THEN logic that allows you to customize what is displayed on a customer's quote based on the value of a merge field. For example, you can display the price of a quote item as a numerical dollar amount, or, if the amount is zero, display "FREE".

See Customize Quotes Templates Using Word Mail Merge about inserting merge fields into a quote template.

IF fields have the following limitations:

• IF fields cannot hide or display specific table columns or rows.
• IF fields cannot hide or display recursive tables.