Document & Contract Editor | Automatic Custom Variable Population From HighLevel

Document & Contract Editor | Automatic Custom Variable Population From HighLevel

Software Updates

June 17, 2024 ● 2 min read

Document & Contract Editor | Automatic Custom Variable Population

You can utilize this feature to quickly generate legal documents tailored to individual clients. By selecting the client’s contact, relevant custom variables such as address and contact information are automatically populated, ensuring accurate and professional-looking documents with minimal effort.

Document & Contract Editor | Automatic Custom Variable Population: This feature fills custom variables with relevant values based on selected contacts, simplifying document creation and providing a clearer preview of the final document layout.

⭐️ Why Does It Matter To Your Business?

  • Streamlined Document Creation: Eliminate manual input of contact information into custom variables, saving time and minimizing errors.

  • Enhanced Document Accuracy: Automatically populate custom variables with corresponding contact details, ensuring precise representation in the final document.

  • Improved User Experience: Provide a clearer preview of the document layout during editing, enhancing the customer experience by enabling visualization of the final output without frequent toggling to preview mode.

⭐️ How To Use Document & Contract Editor | Automatic Custom Variable Population:

  1. Access the “payments” tab from the left navigation menu. Click on Documents & Contracts from the upper navigation menu and create new ones or edit existing ones.

  2. Click on the recipient icon and select the primary client from the drop down list.

  3. Click on Custom Values Icon and click on Contact.

  4. Select the custom variable that you want to add. When you select a custom variable in the format {{custom_variable}}, the corresponding value is automatically populated. As shown in the image, the auto populated custom value of Name and Email.

  5. Backspace/Delete Key Handling: When you press the backspace or delete key: If the cursor is within the populated value, the value is removed, reverting to the custom variable template.

With this new feature, the CRM empowers customers to expedite document creation, enhance accuracy, and improve the overall document editing experience, ultimately streamlining business operations and improving productivity.

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