Custom merge tags empower you to instantly auto-populate your proposal, contract, or document with customer-specific data and drastically speed up your time-to-delivery. Custom merge tags work best with data that will always be unique for each new proposal delivery. Now, creating and delivering a new proposal is as easy as filling out a short form.

How to use Custom Merge Tags:

Step 1. Define your custom merge tags within your template. (Examples – prospect EID#, address, group size, etc.)

Step 2. Place custom merge tags throughout your template (Cover page, line-items, contract, etc.)

Step 3. Create a new proposal delivery from your template and give the values for your custom merge tags.

Step 4. Deliver your dynamically-filled proposal

How To Video: