Utilizing Document Variables in the Proposal Builder

Utilizing Document Variables in the Proposal Builder

In Advisor's Growth, document variables within the Documents and Contracts template allow for dynamic and efficient document creation. These placeholders help streamline templating and automation by replacing variable names with actual values during document generation. This feature is ideal for ensuring consistency across multiple documents or instances.

Understanding Document Variables

• Variable Name: A unique identifier used within a document to represent a placeholder. For example, for a customer's name, you might use customer_name.

• Variable Value: The specific data that replaces the variable name when the document is created. Values can include text, numbers, dates, or other data types relevant to the variable.

Example Variables

When creating a document template, you might use variables like:

• project_name: Represents the specific project's name.

• client_name: Represents the name of the client organization.

• service_description: Provides a detailed description of the services offered.

• total_cost: Indicates the total estimated cost for the project.

• delivery_date: Specifies the proposed delivery date for the project.

How to Use Document Variables

Here’s an example of how to structure a proposal using document variables:

1. Dynamic Customization:
   By setting the values for these variables, you can efficiently generate proposals tailored to different projects. For instance:

   • project_name: "Website Redesign"

   • client_name: "TechCorp Inc."

   • service_description: "Design and development of a new responsive website, including user experience design, coding, testing, and deployment."

   • total_cost: "$10,000"

   • delivery_date: "December 31, 2023"

2. Use Cases:

   • Client Proposals: Utilize variables like client_name, project_name, and total_cost to generate customized client proposals for various projects, ensuring consistent and accurate communication.

   • Service Agreements: Create a standard service agreement template using variables such as service_description, delivery_date, and client_name. This automates the creation of agreements, reducing manual entry and errors.

   • Invoices: Automate invoice generation by incorporating variables like client_name, total_cost, and invoice_date. This approach ensures accurate and consistent invoicing for each project or service.

By leveraging document variables, Advisor's Growth simplifies the process of creating and managing documents, enhancing both efficiency and accuracy in your business operations.