What's this yellow text (text with yellow background)?
The text with yellow background is a special kind of text. It is called variable or placeholder. Placeholder as the name suggest holds place for common text.
It serves two purposes
1. When you don't want to keep typing same values without typo error
2. Replace all instances of say client name in your document by changing it at one place only.
Like client-name that may change from one proposal to another, you don't want to have a typo error at one place or forget replacing at few places while sending it to your prospects/clients.
e.g. when you use variable named {ClientCompanyName}, as the name suggest, you can place it wherever you wish (as many times as you wish) in the proposal document and system will pick up its value from the client information of the client selected for a given proposal.
If you want to change client name in all places in your proposal, it saves time to change it at one place (i.e. client info page) and system will show its new value at all places wherever it is used.
[Remember - value of variables are displayed in preview/ client view mode.]
There are two aspects of using placeholder variable.
1. Adding/ Changing/ Deleting Placeholder (variable)
2. Entering/ updating value of the variable
Let's look at the first aspect to start with.
Add Placeholder Variable
Let's add a new placeholder variable.
It is simple. Just type hash (#), it will show you a pop-up with list of variables to add. Scroll through the list and click on the one you want to add and you are good.
There is another way to add it a variable.
Look for a tab called Variable on right side panel. It also list same set of placeholder variables for you ( you can search it too). Click on the desired one and you will see it added to your active text block
Edit/ Replace Existing Placeholder/ Variable
To edit existing variable, simply double click on it and again you will see a list of variables to choose from. Click on the desired one and your variable will get replaced.
Delete Existing Placeholder Variable
To delete it, like normal text, select it and hit delete button.
Types of Placeholder / Variable
There are three types of variables
1. My/ Sender Info Variables
2. Client Variables
3. Proposal Variable
My/ Sender Info Variables
Typically these are sender related variables such as
My Company Name
My First Name (logged in user's First Name will be shown)
My Last Name (logged in user's Last Name will be shown)
My Email (logged in user's email will be shown)
My Phone
My Title
My Company Address, etc You can see the list when you type hash (#) in the editor
Client/ Receiver Info Variables
Typically these are sender related variables such as
Client Company Name
Client Company City
Client Company State
Client Company Country
Client First Name
Client Last Name
Client Email
Client Address 1
Client Address 2
Client Address ZIP
Client Office Number
Client Mobile Number
Proposal Info Variables
Typically these are proposal related variables such as
Proposal Name
Proposal Number
Proposal Due Date
Proposal Submitted Date (available only when proposal email is sent)
Proposal Page Number
Proposal Created By
Proposal Submitted By
Proposal Submitted By FirstName
Proposal Submitted By LastName
When you want sender's name, email to go out in the proposal you should use Proposal Submitted variable rather than My First Name, My Last Name
Entering / Editing Placeholder Variable Value
Proposal variables are logically grouped as
1. My Info
2. Client Info
3. Proposal Info
My Info again has two parts
1. Individual Sender's details : to view/ update your details check this help page
2. Sender company details: to view/ update your company information check this help page
examples shown below.
My profile
My company details
To view and change client info
Select desired client and click on edit pen as shown below.
Proposal specific variable Information
This is populated based on the proposal instance - e.g. proposal name, when it is sent, page number you are looking at, due date, etc.
Custom Variable
If you have added proposal variables, you will need to enter their vales at their specific places e.g. client custom variable info can be viewed/updated at client edit page, proposal related custom variables can be viewed / updated on proposal details page.
Here is more information about Custom Variable.
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