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

Rough runtime

2:23

Scenes

5

Lesson

6.16 · Proposals & quotes

File name

06-16 text-tokens.mp4

Before you record

  • A proposal Introduction page open.
  • Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.

Shot list

#TimeSceneScreenOn screenNarration
00:0020sIntro: Text tokens: personalise proposals, templates and emails/edit/report/[reportId]Title card, then the first screen of the lesson.Tokens: the small codes that make every saved text personal.
10:2036sLearn 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}}.Thirteen tokens cover the company, the salesperson, the customer and the signed total.
20:5636sUse one/edit/report/[reportId]In an Introduction page type "Dear {{CUSTOMER_FIRST_NAME}}," and open Preview.Type the token, preview, and there is the name.
31:3236sEmpty values/edit/report/[reportId]Remember: an empty value renders as nothing. The label is never printed in its place.If a value is blank the token just disappears, so a missing phone number never prints as a code.
42:0815sRecap & next lesson/edit/report/[reportId]Hold on the finished result, then the end card.That closes the proposals module. Next: sending, tracking and signatures.

Narration, in order

  1. 0. Intro: Text tokens: personalise proposals, templates and emails

    0:00 · 20s

    Title card, then the first screen of the lesson.

    Tokens: the small codes that make every saved text personal.

  2. 1. Learn the list

    0:20 · 36s

    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}}.

    Thirteen tokens cover the company, the salesperson, the customer and the signed total.

    Show before cutting: The email editor offers a token picker for the subject; in text pages type them.

  3. 2. Use one

    0:56 · 36s

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

    Type the token, preview, and there is the name.

    Show before cutting: The preview shows the homeowner's first name.

  4. 3. Empty values

    1:32 · 36s

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

    If a value is blank the token just disappears, so a missing phone number never prints as a code.

    Show before cutting: No stray "{{…}}" ever reaches the homeowner.

  5. 4. Recap & next lesson

    2:08 · 15s

    Hold on the finished result, then the end card.

    That closes the proposals module. Next: sending, tracking and signatures.

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Style the cover with a branding theme, write the introduction and terms with the rich text editor, use tokens to personalise text, and pull in a saved template.

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Edit the subject, body, button text and PDF attachment for each email the app sends: quote sent for signing or review, sign canceled, document signed, invoice and order.

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