What are Smart Fields?
Smart Fields serve as a text placeholder that will populate with the corresponding information when you're ready to send a document out. They can be used to automatically fill in information such as your client's name, phone number, address, and so on.
When you have Smart Fields in a Contract or email template, those fields will automatically be filled with the information for your assigned client and Project, meaning you won't have to manually enter data each time you want to share a document!
How Do I Add a Smart Field?
Using Smart Fields is easy. On any Contract or email template, just click open the Smart Fields menu and choose from the list of supported fields. The placeholder text will automatically be added to the body of your email or Contract.
Smart Fields are available for use in the following locations:
Emails:
Subject Line
Body
Contracts:
Contract Title
Section Title
Body
It's important to note that Smart Fields can't be customized. So, to make sure Smart Fields work correctly, you need to choose from the list of fields we currently have available. If there's a Smart Field you'd love to see, feel free to reach out to us in support or drop your idea in our Suggestion Box!
Smart Field Key
Use the guide below to learn more about how each Smart Field works! 📖
These smart fields are available for use in Contracts and Emails.
Name | Smart Field | Description |
Client 1 Address | {CLIENT1_ADDRESS} | Address of the primary client |
Client 1 Email | {CLIENT1_EMAIL} | Email address for the primary client |
Client 1 First Name | {CLIENT1_FIRST_NAME} | First name of the primary client |
Client 1 Last Name | {CLIENT1_LAST_NAME} | Last name of the primary client |
Client 1 Phone Number | {CLIENT1_PHONE} | Phone number of the primary client |
Client 2 Address | {CLIENT2_ADDRESS} | Address of the secondary client |
Client 2 Email | {CLIENT2_EMAIL} | Email address of the secondary client |
Client 2 First Name | {CLIENT2_FIRST_NAME} | First name of the secondary client |
Client 2 Last Name | {CLIENT2_LAST_NAME} | Last name of the secondary client |
Client 2 Phone Number | {CLIENT2_PHONE} | Phone number of the secondary client |
Client First Name(s) | {CLIENT_FIRST_NAME(S)} | First name of both primary and secondary client |
Contract Effective Date | {CONTRACT_EFFECTIVE_DATE} | Effective date of contract (day contract is created) |
Contract ID | {CONTRACT_ID} | Contract ID number |
Contract Link | {CONTRACT_LINK} | Direct link to the Contract page |
Contract Name | {CONTRACT_NAME} | Title of the Contract |
Project Date | {CONTRACT_PROJECT_DATE} | Date of the linked Project |
Project Name | {CONTRACT_PROJECT_NAME} | Name of the linked Project |
Studio Name | {STUDIO_NAME} | Your company name |
Invoice Email Smart Fields
These smart fields are exclusively available in Invoice Emails.
Name | Smart Field | Description |
Invoice Due Date | {DATE_DUE} | Date the Invoice is due |
Invoice Line Items | {INVOICE_LINEITEMS} | Shows all line items in an Invoice |
Invoice Link | {INVOICE_LINK} | Direct link to Invoice |
Invoice Name | {INVOICE_NAME} | Title of the Invoice |
Invoice Number | {INVOICE_NUMBER} | Invoice reference number (ex. 10003) |
Invoice Total Balance or Amount Due | {INVOICE_AMOUNT_DUE} | Full balance of the Invoice (if no payment has been made); Remaining balance (If payment has been made) |
If you have any questions or need additional help, feel free to contact us in the chat bubble in the lower right-hand corner of your dashboard. We're always happy to help!
