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:
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.
Client 1 Address
Address of the primary client
Client 1 Email
Email address for the primary client
Client 1 First Name
First name of the primary client
Client 1 Last Name
Last name of the primary client
Client 1 Phone Number
Phone number of the primary client
Client 2 Address
Address of the secondary client
Client 2 Email
Email address of the secondary client
Client 2 First Name
First name of the secondary client
Client 2 Last Name
Last name of the secondary client
Client 2 Phone Number
Phone number of the secondary client
Client First Name(s)
First name of both primary and secondary client
Contract Effective Date
Effective date of contract (day contract is created)
Contract ID number
Direct link to the Contract page
Title of the Contract
Date of the linked Project
Name of the linked Project
Your company name
Invoice Email Smart Fields
These smart fields are exclusively available in Invoice Emails.
Invoice Due Date
Date the Invoice is due
Invoice Line Items
Shows all line items in an Invoice
Direct link to Invoice
Title of the Invoice
Invoice reference number (ex. 10003)
Invoice Total Balance or 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!