Variable Types

Populating Variables

There are 3 key areas where variables can pull data into your document; Your prospect, your company and the document itself.

Prospect Variables

Prospect Company

The prospect company’s details can be entered in the Prospect Manager page, under Company Details.

  • Business Name
  • Address (1 & 2)
  • City
  • State/Province
  • Country
  • City
  • State/Province
  • Country
  • Zip/Postal Code
  • Website URL
  • Office Number

Prospect Contact

The prospect contact’s details can be entered or updated in the Prospect Manager page, under Contact Details.

  • First Name
  • Last Name
  • Title
  • Email Address
  • Office Number
  • Mobile Number

Your Company

Company

Your company’s variable details can be updated in the Account Settings page.

  • Company Name
  • Address (1 & 2)
  • City
  • State/Province
  • Country
  • City
  • State/Province
  • Country
  • Zip/Postal Code
  • Website URL
  • Office Number

User

User variable details can be updated in your User Profile page.

  • Users (The document lead)
  • First Name
  • Last Name
  • Title
  • Email Address
  • Office Number
  • Mobile Number

Document

Document Settings

These variables are populated with information in the Document Settings page.

  • Document Name
  • Due Date
  • Date signed/accepted
  • Document Number

Automatically Calculated

These variables cannot be changed manually, but update automatically based on events and details about the document itself.

  • Date Submitted
  • Time Submitted
  • Date Signed/Accepted
  • Recurring Total (hourly, monthly, annual)
  • Sale Total
  • Document Link
  • PDF Link
  • Page Number