Variables (also known as "mapping fields" or "merge tags") are placeholders that will auto populate depending on to whom or what you assign things to.
For example, if you have the variable {{Client.Name}} added to a proposal and then you assign the proposal to a client, the variable placeholder {{Client.Name}} will automatically change to the name of the client.
Adding variables:
Variables can be added to "Content Blocks". To create a new content block simply click on the “+” button to open the building blocks menu and choose "Content".
Click on the “+” button as shown below to open the “extras menu” and select "Variables" to add a variable, or simply type {{ anywhere in the content block to open up the variables menu directly.
Available variables:
Workspace:
business.name
business.email
business.emailAlt
business.address
business.address.street
business.address.city
business.address.zipCode
business.address.country
business.phone
business.phoneAlt
business.custom_field_ID
Client:
client.name
client.firstName
client.lastName
client.email
client.emailAlt
client.address
client.address.street
client.address.city
client.address.zipCode
client.address.country
client.phone
client.phoneAlt
client.company.name
client.custom_field_ID
Proposal:
proposal.name
proposal.number
proposal.issueDate
proposal.dueDate
'proposal.signedDate
proposal.amount
proposal.custom_field_ID
Invoice:
invoice.name
invoice.number
invoice.ref
invoice.issueDate
invoice.dueDate
invoice.paidDate
invoice.amount
invoice.agreement
invoice.custom_field_ID
Project:
project.name
project.startDate
project.dueDate
project.custom_field_ID
Contract:
contract.name
contract.number
contract.signedDate
contract.custom_field_ID
Form:
form.title
form.custom_field_ID
Other:
other.dateNow
💡 NOTE: Each custom field has a unique identifier (.custom_field_ID) which can be obtained from the custom field page in Settings > Custom fields.
Helpful links: