Utilizing Document Variables in the Proposal Builder

In this article, you will learn how to use the document variables in the Proposal/Estimate template. 

The document variables are placeholders that can be placed within a document and replaced with actual values when the document is executed. They offer dynamic content control and are crucial for templating and automation. It's used to standardize information across multiple documents or instances. 

• The variable name is a unique identifier for the variable within the document.
  • Example: If you were creating a variable for a customer's name, the variable name might be something like customer_name.
• The variable value is the specific data or content that will replace the variable name when the document is generated or executed.
  • The value could be text, a number, a date, or other data types, depending on what the variable represents.

Suppose you're creating a proposal template for various projects and want to use document variables to ensure consistency and efficiency. Here are the variables you might create:

• project_name: The name of the specific project.
• client_name: The name of the client organization.
• service_description: A detailed description of the services being offered.
• total_cost: The total estimated cost for the project.
• delivery_date: The proposed delivery date for the project.

Utilizing the Document Variables in the Proposal Template

Here's an example of how you might structure the proposal using these variables:

Dynamic Customization

Using these document variables, you can quickly generate proposals for different projects by simply changing the values of the variables. Here's how you might set the values for a specific project:

• project_name: "Website Redesign."
• client_name: "TechCorp Inc."
• service_description: "Design and development of a new responsive website, including user experience design, coding, testing, and deployment."
• total_cost: "$10,000."
• delivery_date: "December 31, 2023"