Using merge fields in e-contracts
You can use already available information to populate automatically your e-contracts fields.
This information could be of various types:
Contact details
Forms data
Date format
Line items of your checklist
Owner details
Application details
When creating your e-contracts, pick the merge fields option to do so.
Available merge fields per category
Merge field type | Examples of merge fields |
Contact | Full name, first name, last name, email, company, custom field |
Application | ID, custom stage, name, date of creation, creation date & hour (timestamp) |
Items (steps) | All items, missing, mandatory, missing+mandatory ones |
Application Owner (team member) | First name, last name, email, full name |
Date | Today's date, date + time, current year, Y-1, Y+1 |
Form field | Any field from your forms |
Adding merge fields to your e-contracts
Go to your e-contract
Drap and drop the 'Merged field tag' element to the page
Select the type of merge field you need
Adjust the positioning of the element
As you can see in the example below, we're adding as a merge field an answer captured in one of our forms available in the process called 'New client intake process'.
Discovering the list of Merge tags
You can find the full list of available merged tags here