You can make the display of any element on a proposal conditional dependent on the values of account, opportunity or proposal fields. Note, this functionality is only in templates. If a proposal is created from a template with conditional elements, those elements will only display on the proposal if the conditions are met.
The conditions are set in the element settings. In this example, we only want to display this text element if the account shipping address state is AL. You can add multiple conditions and also can select whether All, Any or None of the conditions need to be met before the element is display on the proposal.
Every element can be conditional with the exception of Quote tables and Signature Fields.
You can also make the display of specific text strings or text fields conditional on any Account, Opportunity or Proposal field by using the ?Conditional Variable in a text element.
When you create a rule for the Conditional variable, you will be able set the value of the variable to a Fixed amount, formula amount, text, or variable.
Text - You enter the text string that displays if the conditions are met
Variable - You enter the text field variable that displays if the conditions are met