In the classic proposal editor, we have a number of different placeholders that you can use in your terms document that will dynamically populate depending on the specific client and the services that are linked to the proposal.

Please note, that in the New Proposal Editor experience, we have deprecated a number of proposal specific placeholders.

This is because we have improved the PDF experience to ensure it will always include the relevant content from these placeholders. This means you will always have a compliant PDF document including scope, pricing and service terms even without these placeholders in your terms.

You can see an example walk through of the new PDF format here.

It's important to note that all of the placeholders will continue to work as intended in the classic proposal editor.

But if you are using the New Proposal Editor, the deprecated placeholders will not display any values (it will be blank) if you have these within your terms documents.

Click here for a tutorial on how to make your terms template compatible for both proposal editing experiences!

List of supported placeholders

We will continue to support all proposal placeholders listed below.

We will also continue to support all placeholders specific to client , contact and practice specific placeholders (i.e., all placeholders starting with client, contact or practice). Learn more about them here.

Supported proposal placeholders include:

  • {{ proposal.end_date }}

  • {{ proposal.commencement_date }}

  • {{ proposal.sent_date }}

  • {{ proposal.total_cost }} (changed: outputs the minimum contract value)

  • {{ proposal.sender_email }}

  • {{ proposal.acceptance_date }}

  • {{ proposal.accept_link }}

  • {{ proposal.accept_proposal_message }}

  • {{ proposal.message_text }}

  • {{ pdf_url }}

  • {{ accept_url }}

  • {{ payment_verification_message }}

List of unsupported placeholders

The following proposal placeholders are not supported as the New Proposal editor no longer has these concepts (e.g., billing types have been replaced by billing rules):

  • {{ proposal.on_acceptance }}

  • {{ proposal.on_completion }}

  • {{ proposal.recurring }}

  • {{ proposal.bill_day }}

  • {{ proposal.fiscal_period_end }}

The following proposal placeholders are not supported as the relevant information is now automatically included in the proposal PDF:

  • {{ proposal.sender_name }}

  • {{ proposal.price_summary }}

  • {{ proposal.service_summary }}

  • {{ proposal.details_table }}

  • {{ proposal.service_terms }}

Please note that when you are creating a new proposal, if you have a service which contains service terms, the system will automatically display and append the service terms at the bottom of the page in Step 5 of the proposal acceptance experience.

This location of this is currently unable to be changed.

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