Variables in document templates

Variables are can play a large role in document templates. When creating a document using a template, any variables used are replaced with the values stored in the object they are linked to. This makes document templates a convenient way to create documents and populate them with data from a specific contact, task, or data tag.

There are certain variables available for document templates, in addition to the variables used in task templates. A complete list of variables available can be found in the section Documents / Document templates:

On the left-hand side of the window that opens when you click this link, you can see a list of available objects:

After choosing an object, you'll be able to view the associated variable on the right-hand side of the window. These variables can be copied and then pasted in your document template:

Some variables can be formatted. If that's the case, you'll see information about how to format the variable below the variable name:

Formatting numbers are also possible. Under the name of the variable, information about formatting options can be found:

Important

There are two different types of variables that can be used in document templates:

• Regular variables.
• Variables that automatically add rows to the final document.

Variable encoding

Variables can be assigned different functions in Planfix.

Useful information

You can use the Billing configuration to see how variables work in document templates.