Conditional logic

Choose your own

adventure.

Use advanced logic to only request relevant documents and information from your contacts.

app.superdocu.com/workflows/supplier-onboarding
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Workflows / Supplier onboarding

Conditional logic

Show different steps depending on each contact's answers.

Logic builder

Supplier compliance route

When Contact starts this workflow
Trigger
IF Apply conditional logic
Field Company type
Operator is
Value Transport provider
YES Transport provider
Transport licence Required document
Required
Insurance certificate Required document
Required
Automatic validation Check compliance details
NO Other supplier
Company registration Standard request
Skip transport checks Continue workflow
Superdocu Conditional Logic

Tailor every workflow automatically

Create personalized document collection experiences by showing or hiding steps based on each contact’s answers.

Conditional rules

Create simple if/then rules to personalize which documents, forms or actions appear.

Dynamic content requests

Let contacts tell you if a document is applicable to them or not, easily.

Smarter onboarding paths

Guide every contact through the right process without maintaining duplicate workflows.

Features

Discover Superdocu's features

Meet your flexible solution to collect documents and information from your contacts,
to onboard them and keep their cases complete and compliant.  

Validation Dashboard

Streamline your document workflow with a validation dashboard for all documents and information. 

Workflow Builder

Build custom onboarding workflows in just a few clicks, from scratch or using industry-based templates.

Automated follow-ups

Never chase a document manually again: automate reminders in case of missing, invalid or expired document.

Conditional Logic

To each of your contacts their own path! Depending on form answers, personalize the onboarding experience.

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Integrations

Integrate with your current workflow, using our API, Webhooks, Zapier or DocuSign integrations.

Branded Portal

Your logo, your colors: provide a seamless experience to your contacts, with a portal that looks just like you!

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