Why?
Why use Smart Templates?
Smart Templates lets you automate complex documents so you and your users don’t need to manually fill every placeholder. You get customised contracts created quickly and accurately with minimal effort.
✅ When you should use it:
To speed up repetitive drafting Save time by generating full documents from a few answers instead of manually editing each version and reading through the whole document.
To ensure consistency and reduce errors Logic-based placeholders keep your documents error-free and maintain a uniform style and structure.
To enable non-technical or legal users Allow team members or clients to fill in complex documents without needing to understand the concrete structure of the document.
Provide guided, context-aware editing Conditionally show or hide parts of the text, ensuring users only see and fill in what's relevant for them.
❌ When you shouldn’t use it:
If you are drafting one-off documents Smart Templates are most effective when reused. Manual drafting may be faster for standalone texts which are only used once in a specific context.
If your content isn’t standardised If each document is fully unique, the template logic might become cumbersome rather than helpful.
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