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".

Plutio - Building blocks system

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.

Plutio - Adding variables to content block

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:

Conditional syntax for variables

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