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Add the Key Dates table as a Merge Tag
Add the Key Dates table as a Merge Tag

How and where to add your Key Dates table as a Merge Tag.

Nuala Turnbull avatar
Written by Nuala Turnbull
Updated over a week ago

When you fill out the Key Dates Table within your line items, this is automatically 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.

  1. Click Configure

  2. Click Templates and Emails.


  3. Click Edit beside the relevant template.

  4. Once you have open the proposal template, head to the section you'd like to add your Key Dates merge tag in. Click and select Add Merge Tag.


  5. A list of available Merge Tags show for you to choose from. Scroll down on the list, and click Key Dates Table.


  6. Save your template.

How this looks in your Proposal

On the Create Proposal page, select your line items as usual and click Get Calculation and Complete Proposal.

When you scroll down to your Proposal PDF, you can view the Key Dates Table from the area in your Proposal Template that you added this to.

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