My Roof CRM

Text tokens: personalise proposals, templates and emails

The full list of tokens such as {{CUSTOMER_FIRST_NAME}} and {{SIGNED_QUOTE_TOTAL}}, where they work, and what happens when a value is empty.

Beginner 4 minOwner / manager, Office & admin staff, Sales rep / estimator· Last checked 2026-10-03

Video tutorial coming soon

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

GuideScriptChecklist

Tokens are placeholders replaced with real data when a document or email is produced. They work in text pages, templates and the emails under Settings → Email Settings. Automations have their own, slightly different token set.

By the end you can

  • Use the right token for each value
  • Know where tokens are replaced

Screens used

Step by step

  1. Learn the list/edit/report/[reportId]

    Tokens: {{ACCOUNT_NAME}}, {{COMPANY_NAME}}, {{SALESPERSON_FIRST_NAME}}, {{SALESPERSON_LAST_NAME}}, {{SALESPERSON_NAME}}, {{SALESPERSON_TITLE}}, {{SALESPERSON_PHONE}}, {{SALESPERSON_EMAIL}}, {{CUSTOMER_FIRST_NAME}}, {{CUSTOMER_LAST_NAME}}, {{CUSTOMER_NAME}}, {{CUSTOMER_ADDRESS}}, {{SIGNED_QUOTE_TOTAL}}.

    You should see: The email editor offers a token picker for the subject; in text pages type them.

  2. Use one/edit/report/[reportId]

    In an Introduction page type "Dear {{CUSTOMER_FIRST_NAME}}," and open Preview.

    You should see: The preview shows the homeowner's first name.

  3. Empty values/edit/report/[reportId]

    Remember: an empty value renders as nothing. The label is never printed in its place.

    You should see: No stray "{{…}}" ever reaches the homeowner.

    {{SIGNED_QUOTE_TOTAL}} is meant for the "document signed" emails, where a total exists. {{SALESPERSON_TITLE}} currently renders empty and {{SALESPERSON_PHONE}} uses the company phone from Branding.

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