[Customer/Name].
Where you can use variables
Variables are filled in when the quote is displayed in the Dealroom and in the PDF.
Insert a variable
1
Open the editor
Open a content block or a contract model, and click in the text where the variable should appear.
2
Open the variable list
Type
@, or click the variable button in the editor toolbar. A list of variables opens, grouped by category.3
Pick the variable
Click a variable, or keep typing to filter the list (for example
@email). The variable is inserted as a chip, such as [Customer/Contact Email].4
Save
Click Save.
Variables can’t be typed by hand: text like
{{customer.name}} isn’t replaced. Always insert variables from the list.Available variables
See Contract models and variables for the full list. The most common ones:[Customer/Name],[Customer/Contact Full Name],[Customer/Billing Address Full][Quote/Number],[Quote/Title],[Quote/Sign Date][Sales Rep/Name],[Sales Rep/Email][Seller/Name],[Seller/Address Full][Totals/Net Amount],[Totals/Total Amount][Contract/Start Date],[Contract/End Date],[Contract/Renewal Type](contract models only)
Email subject and message
The share email doesn’t use variables. Its default subject and message come from the template (Validation › Email & Reminders: Default email object and Default email message), and the sales rep can change them when sharing.Troubleshooting
I don't see the Customer or Quote variables in a contract model
I don't see the Customer or Quote variables in a contract model
Contract models only offer the Contract group. To show customer or quote data near your contract, use a content block.
A variable shows an empty value
A variable shows an empty value
The data doesn’t exist on the quote yet, for example a contract end date for a permanent contract, or a customer without a billing address. Complete the quote or customer record.
Related resources
Contract models and variables
Full list of variables
Create a content block
Write reusable content with variables
Create a contract model
Write a contract with contract variables
Client view
Where variables are displayed