How to use Merge Tags in Agiled Docs

Introduction

In this tutorial, we'll show you how to use merge tags in Agiled Docs to personalize your contracts or proposals with client data from the CRM. Merge tags automatically replace placeholders in your documents with real values, such as the recipient's name or email address, helping you create customized documents for each client.

Available Merge Tags

Here are some of the available merge tags you can use in Agiled Docs:

{recipient_first_name}
{recipient_last_name}
{recipient_email}
{recipient_phone}
{recipient_address}
{recipient_city}
{recipient_state}
{recipient_zip}
{recipient_country}
{sender_first_name}
{sender_last_name}
{sender_email}
{sender_phone}
{sender_address}
{sender_city}
{sender_state}
{sender_zip}
{sender_country}
{company_name}
{company_address}
{company_city}
{company_state}
{company_zip}
{company_country}
{company_phone}
{company_email}
{company_website}

These are just some examples of the merge tags available. You can also use custom fields you created in your CRM as merge tags.

Adding and Customizing Merge Tags

Can I use merge tags for any field in the CRM?

Yes, you can use merge tags for any field available in the CRM. This includes standard fields like name and address, as well as custom fields that you have created.

Can I use merge tags in both contracts and proposals?

Yes, merge tags can be used in contracts and proposals within Agiled Docs.

How do I ensure the merge tags are replaced with the correct client data?

To make sure that the merge tags pull the correct client data, please make sure that you have assigned the correct recipient to the document before sending it. The merge tags will then automatically pull the data for the assigned recipient.

Can I use multiple merge tags in a single document?

You can use as many merge tags as needed in a single document. Just select the appropriate merge tags for each piece of data you want to include.

Conclusion

Merge tags in Agiled Docs allow you to create personalized and professional contracts or proposals by automatically pulling client data from your CRM. This feature saves you time and ensures that your documents are tailored to each individual client. Thank you for using Agiled!