Merge fields reduce manual work by automatically pulling key details into your documents. They're available in various areas: proposal wording, engagement letters, and client or staff emails. Using merge fields ensures accuracy and saves time.
Where to find merge fields
Merge fields are available when editing text content in:
Proposal PDF sections
Letters of engagement
Client and staff email templates
Look for the Add Merge Tag dropdown in the editor
Select the required merge field from the menu to insert it into your content
Commonly used merge fields
Letter of Engagement Accept Page Button or Link
Adds an acceptance button or link to client emails
Allows clients to approve documents directly from the email
Proposal PDF Link
Inserts a link to the proposal PDF
Useful in staff notifications, such as the Wahoo email sent when a letter of engagement is signed
Your documents and emails will automatically include accurate, personalised information without manual entry.
See also
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