Placeholders
Placeholders allow information to populate automatically in your documents and in your document routing settings.
To create a custom placeholder:
Placeholders are case sensitive.
Default Placeholders
SalesPro provides a list of default placeholders you can use through your account. Default placeholders pull information about your customers, users and company info automatically into your documents and routing settings.Custom Placeholders
You can define your own office wide placeholders. Defining your own custom placeholders can be useful when you have multiple templates that contain the same information.To create a custom placeholder:
- Click the
button.
- In the Placeholder column, type in a unique placeholder.
- In the Replacement column, type in the text you would like appear where the placeholder is used in a document.
- To save your changes, click
.
Tip: Placeholders should be formatted with a % at the beginning and a the end of a string of text. Example: %text%
This article is for Dashboard 3.0. Click here to view the help article for version 2.9.