When creating a Document template, you'll encounter values that will differ depending on each customer. For those cases, you can use “Document Variables,” which are placeholders that can be placed within a document and replaced when the document is executed. Let's check how to use them.

Creating A Variable

To add a variable, navigate to the Payments section and select Templates from the Documents & Contracts tab.

Access the Document builder by editing or creating a new template.

Open the Document Variables tab, highlighted by the (x) icon.

To create a new variable, click the plus sign icon.

Enter the variable's name (1) for identification in the builder and the value (2), which will be the text to replace in your document. Once ready, click Save to add your variable.

Using Variables

When crafting your contract, use the two-square icon to copy the variable to your clipboard, then paste it into the document. You'll see the value when adding the variable; however, you can see upon using a backspace that you pasted some code.

Click “Use Template” to send your document and see the variables in action.

When sending the document, you simply need to replace the value inside the variable box.

Doing so will change the displayed text to the new value wherever you've added the variable in your document.

And there you have it, using document variables, you can quickly replicate and tailor documents for various clients or scenarios without manually changing every detail. Improving your productivity to the max.