Merge Codes Reference Guide

{{contact.name}}

Full name

{{contact.first_name}}

First name

{{contact.last_name}}

Last name

{{contact.email}}

Email address

{{contact.phone}}

Phone number

{{contact.mobile}}

Mobile number

{{contact.company}}

Associated company name

{{contact.title}}

Job title

{{contact.address}}

Street address

{{contact.city}}

City

{{contact.state}}

State / Province

{{contact.zip}}

Zip / Postal code

{{contact.country}}

Country

{{contact.website}}

Website URL

{{company.name}}

Company name

{{company.email}}

Company email

{{company.phone}}

Company phone

{{company.address}}

Company address

{{company.city}}

City

{{company.state}}

State / Province

{{company.zip}}

Zip / Postal code

{{company.country}}

Country

{{company.website}}

Website URL

{{company.industry}}

Industry type

{{company.size}}

Company size

{{company.description}}

Company description

{{proposal.title}}

Proposal title

{{proposal.number}}

Proposal number

{{proposal.total}}

Total amount

{{proposal.subtotal}}

Subtotal before tax/discount

{{proposal.tax}}

Tax amount

{{proposal.discount}}

Discount amount

{{proposal.currency}}

Currency code (e.g., USD)

{{proposal.status}}

Current status

{{proposal.issue_date}}

Date created

{{proposal.valid_until}}

Expiry date

{{proposal.expiry_date}}

Expiry date (alias)

{{proposal.view_url}}

Public view URL

{{proposal.sign_url}}

Public signing URL

{{proposal.content}}

Full HTML content

{{proposal.preview}}

Content preview (first 200 chars)

{{contract.title}}

Contract title

{{contract.number}}

Contract number

{{contract.total}}

Total amount

{{contract.subtotal}}

Subtotal before tax/discount

{{contract.tax}}

Tax amount

{{contract.discount}}

Discount amount

{{contract.currency}}

Currency code

{{contract.status}}

Current status

{{contract.issue_date}}

Date created

{{contract.valid_until}}

Expiry date

{{contract.expiry_date}}

Expiry date (alias)

{{contract.view_url}}

Public view URL

{{contract.sign_url}}

Public signing URL

{{contract.content}}

Full HTML content

{{contract.preview}}

Content preview (first 200 chars)

{{contract.notes}}

Contract notes/terms

{{invoice.number}}

Invoice number

{{invoice.total}}

Total amount

{{invoice.subtotal}}

Subtotal

{{invoice.tax}}

Tax amount

{{invoice.discount}}

Discount amount

{{invoice.currency}}

Currency code

{{invoice.status}}

Invoice status

{{invoice.issue_date}}

Invoice date

{{invoice.date}}

Invoice date (alias)

{{invoice.due_date}}

Due date

{{invoice.paid_date}}

Payment date

{{invoice.days_overdue}}

Days overdue

{{invoice.view_url}}

Public invoice URL

{{invoice.pay_url}}

Payment link URL

{{invoice.notes}}

Invoice notes

{{invoice.terms}}

Payment terms

{{estimate.number}}

Estimate number

{{estimate.total}}

Total amount

{{estimate.currency}}

Currency code

{{estimate.status}}

Status

{{estimate.valid_until}}

Expiry date

{{estimate.expiry_date}}

Expiry date (alias)

{{estimate.view_url}}

Public URL

{{estimate.notes}}

Notes

{{estimate.terms}}

Terms

{{system.current_date}}

Today's date

{{system.current_time}}

Current time

{{system.current_datetime}}

Date and time combined

{{system.company_name}}

Your workspace/company name

{{system.company_email}}

Your workspace email

{{system.company_phone}}

Your workspace phone

{{system.company_address}}

Your workspace address

{{system.app_url}}

Application URL

{{tenant.name}}

Current workspace name

{{user.name}}

Current user's full name

{{user.email}}

Current user's email

{{user.first_name}}

Current user's first name

{{user.last_name}}

Current user's last name

{{project.name}}

Project name

{{project.status}}

Project status

{{task.title}}

Task title

{{task.due_date}}

Task due date

{{task.priority}}

Task priority

{{reminder.title}}

Reminder title

{{reminder.description}}

Reminder description

{{reminder.remind_at}}

Reminder date/time

{{remindable.name}}

Related item name

{{remindable.title}}

Related item title

{{remindable.view_url}}

Related item URL