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quote·hapily Template Modules - Conditional Rich Text

The Conditional Rich Text module in quote•hapily enables you to dynamically show or hide text in your quote templates based on deal data, allowing you to personalize terms, disclosures, or instructions without duplicating templates.

 

🛠️ What This Module Does

With the Conditional Rich Text module, you can:

  • Display content based on product property values

  • Include formatted text (bold, bullets, links, etc.)

  • Maintain dynamic content directly in your quote template—no code needed


 


How to Use It

1. Add the Module to the Quote Template

Insert the “Conditional Rich Text” module into your quote template using the usage snippet code where you want conditional content to appear.

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Paste the usage snippet wherever you'd like to use this module on the quote template. 

Annotation on 2025-08-07 at 09-23-38.png


2. Configure the Module

Select the Product property the rich text module should be looking for and input the value that will be used. For example, when a line item is added to a quote and the 'Type' value of that line item is 'Inventory' the rich text below will be added to the quote. 

Screenshot on 2025-08-07 at 09-27-35.png


3. Save the Quote Template

Be sure to 'Save' your quote template after selecting the property and adding the Rich Text!