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.

GuideGuide Video scriptScript Test checklistChecklist

Tick each line only when the screen shows exactly what is described. Anything else is a finding: note the step number, what you saw, and the browser you used.

Screens covered: /edit/report/[reportId], /settings?activeTab=email-settings · Guide last checked 2026-10-03

0 of 4 ticked · remembered in this browser

Preconditions

A proposal Introduction page open.

Steps

1. Learn the listDo: 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}}.Expect: The email editor offers a token picker for the subject; in text pages type them.Actual:
2. Use oneDo: In an Introduction page type "Dear {{CUSTOMER_FIRST_NAME}}," and open Preview.Expect: The preview shows the homeowner's first name.Actual:
3. Empty valuesDo: Remember: an empty value renders as nothing. The label is never printed in its place.Expect: No stray "{{…}}" ever reaches the homeowner.Actual:

Result

Tester

Date

Build / environment (staging URL + git commit)

Browser & device

Notes / findings

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