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Add the Key Dates as a merge tag

When you complete the Key Dates table in your line items, it automatically appears in your Letter of Engagement. You can also add it to your proposal PDF using a merge tag.

Written by Russell Henderson

When you fill out the Key Dates Table in your line items, this pulls through to your Letter Of Engagement. You can add a Merge Tag to your Proposal template so this also pulls through to your Proposal PDF.

Add Key Dates as a merge tag

  1. Go to Configure and select Templates and Emails.

  2. On the PDF tab, scroll down to the Fees Introduction box.

  3. Click the Add Merge Tag drop down option and select Key dates Table.

  4. Click Save Template.

How it appears in your proposal

  • Ensure you've configures the Key Dates in your line items

  • On the Create Proposal page, select your line items and click Get Calculation and then Complete Proposal

  • Scroll to the Proposal PDF preview to confirm the Key Dates table appears

See also

Key Dates

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