Live conditional merge demo

One template. Many correct documents.

MergeHawk does more than replace fields. It can include or suppress whole clauses based on Dynamics 365 data — discount approvals, risk flags, renewal terms, implementation notes, and executive sign-off paths.

Conditional clausesShow the right legal, commercial, and delivery text only when the record requires it.

Dataverse-ready dataUse opportunity, account, contact, approval, and governance fields as merge inputs.

Fewer manual mistakesSales teams stop copying old contracts and forgetting risk or approval language.

1. Dynamics 365 sample record

Change the record below. Watch the merged document add/remove clauses automatically.

AccountContactOpportunityAmountClose dateOwnerContract typeApproval level

Discount approved Security review required Include implementation plan Renewal customer

Conditional merge syntax in this demo
{{#if discountApproved}} include this clause {{else}} fallback clause {{/if}}
The production pattern maps the same logic to Dataverse fields and document templates.

2. Conditional template

# Quote for {{account}}

Hi {{contact}},

Thanks for discussing {{opportunity}} with {{owner}}.

Document type: {{contractType}}
Commercials: {{amount}}
Target approval date: {{closeDate}}
Approval path: {{approvalLevel}}

{{#if discountApproved}}
> ✅ Approved pricing clause
> The agreed commercial package of {{amount}} has discount approval recorded against this opportunity. The generated quote can be issued without manual pricing edits.
{{else}}
> ⚠️ Pricing approval required
> This document is generated as a draft only. Finance approval must be captured before the quote or contract is sent externally.
{{/if}}

{{#if requiresSecurityReview}}
## Security and governance checkpoint
Because this opportunity requires security review, MergeHawk inserts the governance clause automatically:
- Confirm data handling and access controls
- Attach the security review outcome to the opportunity
- Block final contract issue until the checkpoint is complete
{{else}}
## Standard governance
No extra security checkpoint is required for this opportunity. Standard document controls apply.
{{/if}}

{{#if includeImplementation}}
## Implementation plan
- Map Dynamics 365 opportunity, account, and contact fields
- Generate branded quote, statement of work, and handover pack outputs
- Add approval checkpoint before delivery
- Provide administrator handover notes
{{/if}}

{{#if isRenewal}}
## Renewal protection
This is a renewal customer, so the document includes continuity language, existing-account context, and renewal-specific next steps.
{{else}}
## New engagement next step
Confirm entities, fields, template examples, and delivery workflow so the first production document can be generated safely.
{{/if}}

Regards,
{{owner}}

Ready.

3. Merged output

This output changes as conditions change — exactly the strength that prevents stale copy/paste documents.