How to Customize Documents Quickly Using Variables on Proposeful
Learn how to set up variables to make customizing documents easier
Thiago Obaid
Last Update 4 years ago
To insert a variable in a document, open the editor, click the content and use the Insert Variable button,
Clicking the button will add a %!NEW-VARIABLE!% tag to your content. You can rename this variable however you like as long as you keep the %! symbols. For example, you can change the variable to %!NAME!% or %!COMPANY!%. Just avoid using spaces or special characters.
Replacing Variables
Next time you create a document, just click the original document as template and proceed to the next step. You'll see a list contaning all variables so you can easily attribute values to them.
Note: Variables cannot be added to the cover, price or footer.