Conditional formatting

Make the document react to the data: red overdue dates, warning banners that only appear when relevant, values styled by condition.

Show a section only when a condition is true

{#field | test} ... {/} renders its contents only when the test passes; {^field | test} ... {/} renders only when it FAILS.

The big red banner that appears only for overdue quotes:

{#Opportunity.CloseDate | ispast}⚠ PAST DUE ⚠{/}

Style the whole thing (30pt, bold, red) in your template — when the close date isn't past, the entire paragraph vanishes from the output.

The same pattern hides/show anything: a discount paragraph only when {#Opportunity.Discount__c}...{/} has a value, a renewal notice only for past dates, alternate wording for the false case with {^...}.

Style a value by condition

Combine a section with dynamic style filters:

Close date: {#Opportunity.CloseDate | ispast}{Opportunity.CloseDate | dateformat("%B %d, %Y") | color("red") | bold}{/}
{^Opportunity.CloseDate | ispast}{Opportunity.CloseDate | dateformat("%B %d, %Y")}{/}

Read it as: if past → date in red bold; otherwise → date normal. The same trick powers a grand total that's red when overdue, blue otherwise:

{#Opportunity.CloseDate | ispast}{Opportunity.Amount | currency | color("red") | bold}{/}
{^Opportunity.CloseDate | ispast}{Opportunity.Amount | currency | color("blue") | bold}{/}

Dynamic style filters

Chainable, applied at merge time (they override the template's static formatting for that value):

Filter	Effect
\| bold	bold
\| italic	italic
\| underline	underline
\| color("red")	text color — names (red, blue, green…) or hex (color("C00000"))
\| highlight("yellow")	highlight

The tests

Test	True when
\| ispast	the date is before today
(bare field)	the field has any non-empty value

{#Opportunity.NextStep}Next step: {Opportunity.NextStep}{/} prints the line only when Next Step is filled in — the cleanest way to avoid orphaned labels next to blank values.

Working sample

Import the starter library and open Quote (past-due formatting) — it uses every technique on this page. Generate it against a record with a past close date, then a future one, and compare.

Gotchas

• Smart quotes break color("red") — see Working with Word templates.
• The closer is always plain {/} — nothing inside.
• Sections can wrap table rows, but the open/close placement rules for repeating rows still apply.