Tokens & Custom tokens
For example you should use tokens like [ClientFirstName] or [ClientLastName] instead of manually typing or pasting names of clients etc. Or you can also define your own custom tokens as explained below.
[LinkToProposal] - this token will generate a clickable link in your emails.
[LinkToProposalWithoutTag] - if you use HTML emails you can customize a clickable text by using this token. Add for example "click here to view your proposal" text to your email template, then select this text, click "Attach file" button and insert [LinkToProposalWithoutTag] into the URL field. Please send yourself at least one email to check the link is working properly.
[LinkToProposalNoView] - this token will generate a clickable link in your emails that won't trigger the view action. Useful for sending links to colleagues.
[LinkToProposalOverview] - link to the overview screen - don't send to clients, use only for internal purposes
[ProposalName] [ProposalCode] [ProposalCreatedOn] [ProposalSentOn] [ProposalSentOnLast] [ProposalApprovedOn] [ProposalExpiresOn] [CurrentDate]
[TotalCost] [TotalCostWithTax] [TotalMonthlyCost] [TotalMonthlyCostWithTax] [TotalPeriodicCost] [TotalPeriodicCostWithTax]
[ClientName] [ClientFirstName] [ClientLastName] [ClientCompany] [ClientEmail] [ClientPhone] [ClientWebsite] [ClientFullAddress] [ClientCountry] [ClientState] [ClientCity] [ClientZip] [ClientAddress] [ClientTitle] [ClientJobTitle] [ClientSignature]
[UserFirstName] [UserLastName] [UserCompany] [UserEmail] [UserJobTitle] [UserPhone] [UserEmailSignature]
Predefined tokens
Proposal tokens:
[LinkToProposal] - this token will generate a clickable link in your emails.
[LinkToProposalWithoutTag] - if you use HTML emails you can customize a clickable text by using this token. Add for example "click here to view your proposal" text to your email template, then select this text, click "Attach file" button and insert [LinkToProposalWithoutTag] into the URL field. Please send yourself at least one email to check the link is working properly.
[LinkToProposalNoView] - this token will generate a clickable link in your emails that won't trigger the view action. Useful for sending links to colleagues.
[LinkToProposalOverview] - link to the overview screen - don't send to clients, use only for internal purposes
[ProposalName] [ProposalCode] [ProposalCreatedOn] [ProposalSentOn] [ProposalSentOnLast] [ProposalApprovedOn] [ProposalExpiresOn] [CurrentDate]
[TotalCost] [TotalCostWithTax] [TotalMonthlyCost] [TotalMonthlyCostWithTax] [TotalPeriodicCost] [TotalPeriodicCostWithTax]
Client tokens:
[ClientName] [ClientFirstName] [ClientLastName] [ClientCompany] [ClientEmail] [ClientPhone] [ClientWebsite] [ClientFullAddress] [ClientCountry] [ClientState] [ClientCity] [ClientZip] [ClientAddress] [ClientTitle] [ClientJobTitle] [ClientSignature]
User tokens:
To insert built-in tokens please just copy&paste them, type them manually or use this dropdown button:
Custom tokens
You can define your own custom tokens so you don't have to manually find and replace some specific parts of your template/proposal, it's useful for things that are variable or are mentioned multiple times in a proposal (e.g. [HourlyRate] , [NumberOfPeople] , [Site] , [MyCustomToken1] ... ).
To add custom tokens just put brackets around some word (e.g. [my_token] , [MyToken123] etc. ) in the content and it will automatically show up here. Please note that there can't be any space inside the brackets.