Editor merge fields let you automatically pull data from GetAccept or your CRM into your templates. You can add merge fields to text, dropdowns, pricing tables, and more — making it easy to personalize documents for each sender and recipient.
Step 1: Open your Editor template
Go to your Templates tab.
Open the template that contains an Editor block, or create a new one.
Click anywhere inside the Editor block to activate the editing toolbar.
Step 2: Add a merge field
Place your cursor where you want the merge field to appear.
Click the { } symbol in the formatting toolbar.
Choose from available merge tags — for example:
$recipient.first_name$$sender.company_name$$deal.value$$document.name$
The selected tag will automatically populate the right data each time the template is used.
Step 3: Use merge fields in different elements
You can add merge fields in multiple areas of an Editor document:
Text blocks: personalize names, dates, and company details.
Dropdown menus: auto-select options based on CRM data.
Pricing tables: show deal amounts, discounts, or product info dynamically.
Input fields: pre-fill values that recipients can confirm or update.
Learn more: How to add and edit Editor Content
Step 4: Preview and test
Use Preview mode to confirm your merge tags are working correctly.
Data placeholders will display sample information.
You can send a test document to verify real values appear when sent.