Merge fields in a document

A merge field is a placeholder filled from a CRM record before you send the contract. Templates keep their placeholders so each new document can use a different record.

Choose the data. Use Sett inn et flettefelt and choose an entity. Every entity opens its complete live list of standard and custom fields, not a selected subset. Use Søk i felt… to search by field name. This includes custom entities and hidden columns. The same picker is used in headings, paragraphs, party details and table fields. Provider and date fields are also available as categories. Access tokens, passwords and other internal credentials are excluded from document fields, including custom fields with those names.

Headings take fields too. A heading and a section title carry the same picker as a paragraph, so a document can open with the customer's own name or the deal it is about. A picked field shows as a labelled chip you cannot half-delete, and you can still type an ordinary title instead.

The agreement's own terms. A deal already carries when the agreement starts, how long it runs, how often it is invoiced, when that invoice is dated, the termination notice and the order reference. All six are in the picker under Avtalevilkår, so an offer can state the terms the customer is agreeing to and not only the price. Each is written out in the document's language, for example "12 months" or "14 days before the period starts". A term the deal does not have stays a placeholder, and the send check asks you for it.

A custom field created specifically for a contract works the same way: create and populate it on the relevant entity, then reopen the field picker. It appears automatically under that entity. You do not need a new contract template type.

Fill and review the draft. Open Felt in the editor and use Fyll ut fra en post. Choose the entity and search for its record. The values fill the current draft, which you can review and edit before sending. Repeat for other entities. The send check also offers this record picker when unanswered placeholders remain. Records respect your workspace and access rights. Linked record and responsible-person fields show names, not internal identifiers.

Use a colleague's details. Choose Brukere i arbeidsområdet in the merge picker to insert profile fields such as name, email, phone, job title or department. Then use Fyll ut fra en post, choose Brukere i arbeidsområdet, and search for the colleague to fill the draft. Only active members of your own workspace can be selected, including colleagues who also belong to another workspace. Account permissions and private sign-in or notification settings are not document fields.

In a classic contract generated from an opportunity, workspace-user fields use the opportunity's responsible person, or the person generating it if no owner is set. The selected person must still belong to the same workspace.

Filling copies the current values into this draft. Later edits to the source record do not rewrite a filled or signed contract. Keep placeholders in your reusable template; see Save your own templates and sections. For completing repeated details together, optional fields, and reviewing later changes from a deal, see Complete and review a contract before sending.

Missing values. Draft previews mark unanswered fields in the document's language instead of displaying raw merge syntax. The editor retains the original placeholder, and the send check still asks you to complete it. This applies throughout the document, including party details, clauses and tables. Populate the source record and fill again, or type a value directly for this contract. Always review the real document before sending; Viser eksempeldata så du ser hvordan det tar seg ut. De virkelige verdiene fylles inn når du sender. describes the separate sample preview.

A merge field takes data from your CRM. A fillable field is a blank that a signer completes: Fields, and who fills each one.