Using merge fields in proposals

Using merge fields in proposals

Merge fields in Aro Software let you create proposal templates that automatically populate with the specific information.

When generating a proposal, using merge fields in your proposal template will save time and ensures each proposal is personalised and accurate.

For example, to insert their name you can use either first names [[ProposalOwner\FirstNames]]  or full names [[ProposalOwner\FullNames]]  merge fields . The merge field will automatically pull the customer's name from your database and insert it into the proposal.

You can use merge fields for many different types of information, such as the customer's company name, address, or specific terms of the proposal. See the table below with some of the more commonly used merge fields. Other options can be found under the Merge Field button in the Rich Text Editor.

Field Name
Merge Field
Example
Owner First Names
[ProposalOwner\FirstNames]] 
John
Owner Full Names
[[ProposalOwner\FullNames]]
John Doe
Consultant First Names
[[ProposalConsultant\FirstNames]]
Bill and Sue
Consultant Full Names
[[ProposalConsultant\FullNames]]
Bill Smith and Sue Peters
Consultant List
[[ProposalConsultant\List]]
Agent full names and contact info
Selling Fee
[[ProposalPricing\SellingFee]]
2.5%
Selling Fee Notes
[[ProposalPricing\SellingFeeNotes]]
Your notes here
Price Estimate
[[ProposalPricing\PriceEstimate]]
$1.5 to $1.75 Million
Total Marketing Cost
[[ProposalMarketing\TotalMarketingCost]]
$1599
Address 
[[ProposalProperty\AddressShort]]
123 Some St Sometown
Address Full
[[ProposalProperty\AddressLong]]
123 Some St Sometown QLD 4000



Using merge fields in your proposal templates saves time and ensures each proposal is personalised and accurate.