Variables let you write a proposal once and have client-specific details filled in automatically. Use them in any text field on the canvas.
Available variables
- {{ client.name }}, the client name from your proposal settings.
- {{ client.contact }}, the client email address.
- {{ proposal.title }}, the proposal title.
- {{ workspace.name }}, your workspace / agency name.
- {{ proposal.valid_through }}, the proposal expiry date.
How to use them
Type the token anywhere in the canvas, in headings, paragraph text, or the eyebrow. Switch to the Vars tab in the inspector to copy any token with one click. Tokens resolve live on both the editor preview and the client-facing URL.
Warning
If a variable's source field is empty (e.g. client name hasn't been set), the token renders as a dash (,) on the client-facing page. Fill in the fields in the Client section of the inspector before sending.
Setting variable values
The Client section at the top of the Block inspector always shows the Name and Email fields. These are the source of truth for {{ client.name }} and {{ client.contact }}.