Table of Contents

  1. What are Merge Tags?

  2. Creating a Custom Merge Tag

  3. Input Fields

  4. Appendix - System Merge Tags



I. What are Merge Tags?


Tired of filling in the different client details every time in the same document or E-mail? Zomentum gives you the option to add merge tags, which act as a "placeholder" or "variable” for information that is already present in Zomentum. You can insert a Merge Tags in the Text block inside a Document to populate recurring information, for example, Address of the Client, Client Name, etc.


To add a merge tag you can:


  • Drag and drop a text block

  • Click on the merge tag icon on the formatting strip at the top 

  • Or type a curly bracket twice - ‘{{‘ - to see the available merge tags.

    




II. Creating a Custom Merge Tag


Variable Merge Tags are custom-created by the MSP, in addition to the existing merge tags,  to populate recurring values in a document. For example, a contract's start date and end date can be created as custom tags and used across multiple places in the document. If you want to change the start and end date, edit the value of the custom merge tag, and the value gets changed everywhere else where the merge tag is used.


To create a custom merge tag:


  • Open the merge tag selector dropdown by either typing 2-curly brackets ‘{{‘ or clicking on the merge tag icon at the top right


  • Click on "Add Variable"

  • Enter the variable name & value



Note: The custom merge tags created are created for specific documents and can only be used in a particular document.



III. What are Input fields?


Input fields allow you to add fields to the document that you or your client can fill at the time of signing. These fields can be used for adding the name of the signing authority to the phone number of the business. There are three types of input fields - Text box, Date, and Checkbox.


  • Navigate to the document you want to add an input field too.

  • Add a "Text Block" to the document editor

  • Or insert two square brackets in the text block - ‘[[‘

  • From the pop-up window:

    • Select the Field Type depending on the information you want the client to fill in (Text, Date, or Checkbox fields)

    • Select an Assignee

    • Enter the Label text for the input field. This will help the end client to know what information to enter in the given field

    • If the information is mandatory to be filled ensure to select the check-box against the ‘Required’ field. 

    • Hit Save.

      Note: Only signees can be assigned to an input field. The dropdown will be empty if there are no signees assigned to the document. If any of the input fields have not been assigned to a signee you will see a validation message before sending the document.



Annexure


System Merge Tags


System Merge Tags are predefined tags available while editing a document. These tags are categorized into four sections:


  1. Document

  2. Client

  3. Opportunity

  4. MyCompany


1. Document


Merge Tag

Description

ID

This auto incremental system-generated document number.

FirstSentAt

Date of the document when it is sent for the first time

Name

Name of the document

CreatedAt

The date the document was created

ExpiresAt

The date on which the document will expire

Owner.Name

Name of the owner (creator) of the document

Owner.Email

Email ID of the document owner

Owner.Phone

Phone number of the document owner

Owner.FirstName

First name of the document owner

Owner.LastName

Last name of the document owner

Owner.JobTitle

Job title of the document owner

Total.OneTime

Displays the one-time upfront total from the quote block

Total.Monthly

Displays the monthly upfront total from the quote block

Total.Quarterly

Displays the quarterly upfront total from the quote block

Total.SemiAnnual

Displays the semi-annual upfront total from the quote block

Total.Annual

Displays the annual upfront total from quote block

Total.GrandTotal

Displays the total from the quote block

Total.Weekly
Displays the weekly upfront total from the quote block
Total.GrandWithoutTax

Displays the total from the quote amount without the tax

Total.OneTimeCost
Displays the total one-time cost price of items in the quote block
Total.WeeklyCost
Displays the weekly cost price of items in the quote block
Total.MonthlyCost
Displays the monthly cost price of items in the quote block
Total.QuarterlyCost
Displays the quarterly cost price of items in the quote block
Total.SemiAnnualCost
Displays the semi-annual cost price of items in the quote block
Total.AnnualCost
Displays the annual cost price of items in the quote block
Total.GrandCost
Displays the cost price of all the items in the quote block
PublicUrl
Contains the public URL of the document
PoNumber
Contains the PO Number of the client related to the document
ShipToAddress.Street/Street2/City/
State/Country/Zipcode/Phone

Street/City/State/Country/Zip Code of the shipping address provided


2. Client


Merge Tag

Description

ID

Client ID

Url

URL of the client company

Name

Name of the client

Phone

The phone number of the client

Fax

Fax ID of the client

DateAcquired

Date of the client acquisition

Contact.1.Name (Contact.2,3 etc)

Name of the contact 1/contact 2/contact 3

Contact.1.Email (Contact.2,3 etc)

Email of the contact 1/contact 2/contact 3

Contact.1.Phone (Contact.2,3 etc)

The phone of the contact 1/contact 2/contact 3

Contact.1.Department (Contact.2,3 etc)

Department of the contact 1/contact 2/contact 3

Contact.1.JobTitle (Contact.2,3 etc)

Job title of the contact 1/contact 2/contact 3

Contact.1.FirstName (Contact.2,3 etc)

First name of the contact 1/contact 2/contact 3

Contact.1.LastName (Contact.2,3 etc)

Last name of the contact 1/contact 2/contact 3

Market

Type of market of the client

Campaign

Type of campaign used for the client

Website

Website of the client

Facebook

The Facebook ID of the client

Twitter

Twitter ID of the client

LinkedIn

LinkedIn ID of the client

BillingAdress.Street/Street2/City/State/Country/Zip Code

Street/City/State/Country/Zip Code of the billing address provided

ShipToAdress.Street/Street2/City/State/Country/Zip Code

Street/City/State/Country/Zip Code of the shipping address provided


3. Opportunity


Merge Tag

Description

ID

The opportunity ID

URL

URL of the opportunity

Name

Name of the opportunity

Type

Type of the opportunity (Prospect, Quote, etc)

EstimatedValue

The estimated value of the opportunity

EstimatedCloseDate

Estimated date of closing of the opportunity

CloseDate

The date on which the opportunity is closed

ClientPoNumber

PO number of the client related to the opportunity

CreateDate

The date on which the opportunity was created

Campaign

Campaign details of the opportunity

Source

Source details of the opportunity

Owner.FullName

Full Name of the opportunity owner
Owner.FirstName
First Name of the opportunity owner
Owner.LastName
Last Name of the opportunity owner
TotalCost
Total cost of the opportunity 
OneTimeCost
The one-time cost of the opportunity 
WeeklyCost
The weekly cost of the opportunity
MonthlyCost
The monthly cost of the opportunity
QuarterlyCost
Quarterly cost of the opportunity
SemiAnnuallyCost
Semi-annual cost of the opportunity
AnnualCost
Annual cost of the opportunity
TotalRevenue
Total revenue of the opportunity
OneTimeRevenue
One time revenue of the opportunity
WeeklyRevenue
Weekly revenue of the opportunity
MonthlyRevenue
Monthly revenue of the opportunity
QuarterlyRevenue
Quarterly revenue of the opportunity
SemiAnnuallyRevenue
Semi anually revenue of the opportunity
AnnualRevenue
Annual revenue of the opportunity
TotalProfitMargin
Total profit margin of the opportunity
AT Status 
(if AutoTask integration is enabled)
AutoTask sync status if the  


4. MyCompany


Merge Tag

Description

Name

Name of your company

Phone

Phone number of your company

BillingAddress.Street/City/State/Country/Zip Code

Street/City/State/Country/Zip Code of the billing address provided by your company