Merge Fields are template fields that the sender fills in individually each time the template is sent — rather than the signer filling them in during signing. This is useful when a document has variable information that changes per send, such as a price, date, or client name.
Example
A Sales Quote template might have an "Offer Price" merge field. Each time a Sales Representative sends the quote, they enter the specific price for that client before sending.
How to create a Merge Field
- In the Document Editor, select the field you want to make a merge field.
- From the Filled By dropdown in the field options, select Filled By Me (Before Sending).
How Merge Fields work when sending
When you send a template with merge fields, you'll be prompted to fill in the merge field values on the same screen where you enter signer names and email addresses. Each value you enter is specific to that send — the template itself remains unchanged for future sends.
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