maxime711maxime711
maxime711
Jan 14, 2026

Q: Docoument generation with .doc or .docx

Hello,
I would like to know if it is possible to generate template documents .doc or .docx documents as a base (or maybe other types that can be converted from existing MS word documents)?

Same topic, is it possible to have basic logic within the document generator feature: such {if} placeholder value is {=/=} 0 {then} ?

Finally, is it technically possible to send these completed documents towards external website/3rd parties provided we hard code any needed integrations ourselves?

In advance, thank you!

Founder Team
Mike_SuiteDash

Mike_SuiteDash

Jan 14, 2026

A: Hi maxime711,

Great questions!

**Document Templates:** Yes, we have a robust Documents Toolkit that allows you to create templates with Dynamic Data Placeholders (DDPs) that pull information from your CRM, Custom Fields, Projects, and more. However, our native document creation uses our built-in Content Block Editor rather than importing .doc/.docx files directly. You would build your templates within SuiteDash.

**Conditional Logic:** In the Content Block Editor, each Block, Column, and Row has the capability to be shown or hidden based on Circle affiliation or Role. This gives you the capability to build a Document Generator with many scenarios in mind - based on the Circle affiliation or Role of the target, the Document Generator will show/hide content dynamically and output the appropriate version. In many cases this saves you from building multiple Document Generators because you only need to swap out a small number of sections based on the business scenario. However, we don't have if/then logic based on placeholder values like you described.

**Sending to External Parties:** Documents can be sent via email to anyone, and recipients can view and sign them without needing a SuiteDash login. However, we don't have API or Webhook integration for documents - email is the delivery method.

Here's the documentation on our Documents feature: https://help.suitedash.com/article/109-documents-overview

Hope that helps!

Thanks,

Mike

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Many thanks for the detailed reply!!