A merge tag is a placeholder, such as {{first_name}}, that's filled in for each person who reads it. Write a proposal once and every contact you send it to sees their own name. The same tags work in proposals and their templates, in the email that sends a proposal, in replies in the inbox and in newsletters.
In a proposal's text: press / and choose Insert merge tag, then pick a tag.
In a proposal's email or a reply: choose the tag button under the message, or Insert merge tag beside Subject.
A tag shows as a highlighted chip while you write. Something in double braces that isn't a tag, such as a typo, is underlined in red.
You can also type a tag yourself anywhere in a proposal: its title, the sentence under it, headings, line items and the signature sentence.
Tag | Filled in with |
|---|---|
| Their first name |
| Their last name |
| Their full name |
| Their email address |
| Their company: the deal's company, or the first company they belong to |
| The deal's name |
| The deal's value |
| The deal's stage |
| The date the deal should close by |
| Your name, as the person sending |
| Your first name |
| Your email address |
| Your organisation's name |
The deal tags are offered in proposals and their emails. Replies in the inbox offer the person's tags, yours and your organisation's. Newsletters offer the person's and your organisation's.
Add words after a bar for when a detail is missing: Hi {{first_name|there}} reads "Hi Sam" for Sam and "Hi there" for someone with no first name on file. Without a fallback, a missing detail is left out.
A proposal is filled in for each recipient when they open it, with their own details and the name of whoever sent them their link. Change a contact's details and their proposal shows the change.
A proposal's email is filled in for each recipient. Sending to 3 people sends 3 emails, each with its own name in it.
A reply in the inbox is filled in for the person you're writing to. If they're a contact, their record is used. If not, what the conversation knows about them is used. The conversation keeps the reply as it was sent.
A signed proposal stays as it was when it was signed. Changing a contact's details afterwards doesn't change what they signed.
In lists, such as the proposals list and the activity log, a tag in a proposal's title shows as its fallback, or else its name: "Proposal for {{company}}" shows as "Proposal for Company".
A proposal template keeps its tags. A proposal made from it fills them in for that deal's contacts.
In the proposal builder, choose Preview to see the proposal with made-up details. Choose the arrow beside Preview, then a contact on the deal, to see it as they will.
A preview shows anything in double braces that isn't a tag, so you can spot a typo. Your contact never sees one.
A proposal or email with something in double braces that isn't a tag can't be sent. The message under the field, or at the foot of the send dialog, says which one to fix.
