Understanding Placeholders and Dynamic Fields

Mastering placeholders and dynamic fields is crucial for efficient contract and document automation. Instead of creating new documents from scratch for each client, these elements allow you to build reusable templates that automatically populate with personalized information like names, dates, and pricing.

This guide explains how to use these fields to create professional, dynamic documents.

What are Placeholders?

Placeholders are specific text strings, usually enclosed in double curly brackets (e.g., {{CLIENT_NAME}}), that serve as markers in your templates. They act as fill-in-the-blank spots.

When you generate a new document from a template, the system identifies all placeholders. It then creates an automated form for you to fill out. Once completed, the system replaces every instance of each placeholder with the corresponding information throughout the entire document.

Common Placeholder Types

Use these standard placeholders within your templates to automate common data entry fields:

Standard Text

• {{CLIENT_NAME}}
• {{COMPANY_NAME}}
• {{PROJECT_TITLE}}

Dates

• {{START_DATE}}
• {{EXPIRATION_DATE}}

Financials

• {{TOTAL_PRICE}}
• {{DEPOSIT_AMOUNT}}
• {{PAYMENT_TERMS}}

Contact Details

• {{CLIENT_EMAIL}}
• {{CLIENT_ADDRESS}}

How to Insert Dynamic Fields

1. Open the Editor: While drafting or editing your contract template, place your cursor precisely where you want the dynamic information to appear.
2. Access the Insert Menu: Click the Insert Placeholder button, typically found in the top toolbar.
3. Select or Create: A sidebar will appear. You can choose from a list of previously used fields or type a new placeholder name (e.g., {{SERVICE_DESCRIPTION}}) to create a custom one.
4. Finalize: Click Insert. The placeholder will now appear in your document text.

Benefits of Using Dynamic Fields

Dynamic fields offer significant advantages for document creation:

• Reduced Errors: The system prompts you to fill in required information during the generation phase, preventing mistakes like using the wrong client name from a previous document.
• Unmatched Speed: Transform a lengthy, complex document into a personalized agreement in seconds.
• Consistency: Ensures every document generated from a template maintains the same layout and formatting, presenting a professional and consistent brand image.

💡 Pro Tip: For information used across all contracts (like your company address or tax ID), consider creating Global Placeholders in your workspace settings. These will auto-fill in any template you use, further streamlining your workflow.