We know how fast you have to move from one task to another, which is why we added the ability to add merge and input fields into proposal and contract documents and templates, as well as email templates. Take a look below to learn when and where to use each type of merge or input field so you can work hard, but have time to play harder.
Fields that begin with “Lead”
If the merge or input field begins with the word "Lead," there must be a lead record tied to the proposal or contract you are trying to send. You can create these documents from anywhere in the system and use lead merge or input fields, so long as there is a lead record associated with the document.
Fields that begin with “Client”
If the merge or input field begins with the word "Client," you must create and send the contract or proposal from within the Client Tab from within a project. If the document was first created in a lead record and you access it from within the Client Tab, you will receive an error. To fix this error, you will need to delete the client merge or input field and add in a new one all while in the Client Tab.
Fields that begin with "Project”
If the merge or input field begins with the word "Project," it can only be used while creating a document from within the client tab or sending an email from the client tab. A project must be created for this merge field to reconcile.
Fields that begin with "Email”
If the merge field begins with the word "Email," it can only be used when emailing a client and is tied to the document viewers and signers you assign to that document.
Creating proposals and contracts for the first time?
Learn how to add merge and input fields here.