--- title: Offer and E-Signature Document Conditional Tokens slug: offer-and-e-signature-document-conditional-tokens docTags: RqLdLm9nlqh9vFAn4-Z7N createdAt: 2025-07-10T11:56:44.877Z --- Conditional tokens let you automatically include additional text in an offer letter or e-signature document when specific conditions are met on the offer. For example, you can use a conditional token to include a relocation assistance paragraph only when the offer indicates that relocation assistance is provided. Offer conditional tokens are available on all plans: | Foundations | Legacy Plus | Plus | Enterprise | | ----------- | ----------- | ---- | ---------- | | ✅ | ✅ | ✅ | ✅ | :::hint{type="warning"} **Prerequisites:** - You must be an **Org Admin **or** Elevated Access user** with Offer letter templates permissions to create and manage conditional offer tokens. - You must be an **Org Admin** to manage conditional e-signature document tokens. - Non-offer e-signature documents can only be configured on the Legacy Plus, Plus and Enterprise plans. More on these at [E-Signature Documents](docId\:TTPS7rUxkPZ9YhzwPcSZt). ::: # Overview Review the video and read the steps below to learn how to use conditional tokens. ::loom{url="https://www.loom.com/embed/f8833add63194d30844748206a82138b"} # Creating a conditional token ## Offer conditional tokens Navigate to **Admin > Offers > Offer Tokens**. Scroll down to the **Conditional Tokens** section and click `+ New`. ![](https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/qn5HchSCVtogclzbq86tI_offers-acent-ashby-2026-05-08-at-13839-pm.jpg) ## E-signature document conditional tokens Navigate to **Admin > Integrations > E-Signature Documents** and select the **Tokens** tab. Scroll to the **Conditional Tokens** section and click `+ New`. ![](https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/u3nPbRMIsIOYgxtm3jH1L_e-signature-documents-acent-ashby-2026-05-08-at-14016-pm.jpg) # Setting up your conditional token When you create a conditional token, you are prompted to fill in the following fields: | Field | Description | | ---------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------- | | **Name / Title** | The name of your token. This is used to identify the token in the list. | | **Description** | Optional additional context to help others understand what the token is for. | | **Token** | Auto-generated once you name your token. Click the token to copy it for use in your offer letter template. | | **Condition** | The rule that must be met for the token's content to appear in the generated offer. If the condition is not met, the text is omitted from the offer. | :::hint{type="info"} **Example:** A conditional token named "Relocation assistance" can be configured so that its content only appears in the offer when the *Relocation assistance provided* **custom offer field** is set to **Yes**. When set to **No**, the token content does not appear. See [Custom Fields](docId\:QpGKlrSCmzgWC-7krBWDs) to learn how to create them. ::: # How to add a conditional token to an offer template Once you have created your conditional token, follow these steps to add it to your offer letter or e-signature document template: 1. In the **Conditional Tokens** section, click the token to copy it to your clipboard. ![](https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/bV8bwDJ00ud15A7YtwoBM_offers-acent-ashby-2026-05-08-at-14922-pm.jpg) 2. Open your offer letter or e-signature document template in your preferred editor (such as Word or Google Docs). :::hint{type="info" indent="1"} For more on creating offer or e-signature templates, see [Offer Letter Template Formatting](docId\:VznQ4S_-oH-0fuNsp7q6u) and [E-Signature Documents](docId\:TTPS7rUxkPZ9YhzwPcSZt) . ::: 3. Paste the token into the location in your template where the conditional content should appear. The pasted token looks like a pair of opening and closing tags with placeholder text. ![Conditional token pasted into template showing placeholder text.](https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/4hJNr6H7BGZJ0kCLj4LW-_example-offer-letter-2-2026-05-08-at-14812-pm.jpg) 4. Replace the placeholder text (shown as `replace-this-text-in-your-template`) between the opening and closing tags with the content you want to display when the condition is met. Make sure your text stays between both tags. ![Conditional token with the placeholder text replaced with the content that should show when conditions are met.](https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/-MWXLG0yNdW58TlIkqtqr_example-offer-letter-2-2026-05-08-at-14533-pm.jpg) :::hint{type="info" indent="1"} Any content you place outside the opening and closing tags will appear in all offers, regardless of whether the condition is met. ::: 5. Once you are happy with the template, upload it to Ashby by navigating to **Admin > Offers > Offer Letter Templates** or **Admin > Integrations > E-signature Documents > E-signature Document Templates** depending on the type of template you're creating. # Conditional tokens in practice: relocation assistance example The screenshots below show how a conditional token behaves based on whether the offer meets the configured condition. ## When the condition is met (relocation assistance provided: yes) The conditional token content appears in the generated offer letter. ![](https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/dgtCjoytECUfdFmGqzcBQ_offer-letter-google-docs-2026-05-08-at-15836-pm.jpg) ## When the condition is not met (relocation assistance provided: no) The conditional token content does not appear in the generated offer letter. ![](https://api.archbee.com/api/optimize/0p8tQ--ZZOxRtkVp6Qr-e/IfdIDQ7RYiR26f_k01lYZ_offer-letter-google-docs-2026-05-08-at-20028-pm.jpg)