Overview

The quicker your users are able to complete the creation of a document, the quicker they will be able to deliver it to be signed. By using GetAccept's editor with merge tags, your custom CRM data can be embedded right within the editor's text, entirely automating the document creation process. This ensures your users can focus on adding personalization features, like videos and custom chats, and spend less time building the document.

How to Add Custom Merge Tags to Your Editor Document

Start by creating a new template and selecting the Editor Block option. You will see the editor appear and ask you to begin typing. Simply copy and paste your document or start from scratch.

When you get somewhere you'd like to merge in CRM data, simply click the { } button in the editor toolbar. This will pop open a dropdown with different GetAccept merge tags and actions to take. Click on the Add New Custom Merge Tag to set up CRM data to be automatically merged into your document. A modal will appear asking for inputs for the Merge Tag and a Fallback Value (optional). The Merge Tag is where you copy and paste the CRM tag you want to merge in. The Fallback Value is where you put a fallback text to be merged in if the CRM data is empty or if you want a manual override text to display.

Pro Tips:

  • Type {{ anywhere in the editor to quickly pop up the merge tags dropdown.

  • Copy and paste your custom tag if you need to use the same one elsewhere.

Finding the Template Merge Tags from Your CRM

Once you see the Merge Tag and Fallback Value inputs, you need to find the merge tags you want to place in your document.

Our Chrome Extension CRM integrations all have the same steps to find the list of available merge tags. Simply log in to the chrome extension, create a new sendout by selecting for signing or tracking, add any recipient, and then on the window where you select your template or file, click on Show Template Parameters near the bottom. You will see a list of merge variables related to the deal, contact, company, or all of them, depending on which object you are currently on. Find the one you need and then copy it.

Adding the Merge Variables to Your Template

Head back into GetAccept and go to the template you created earlier with the editor block. Paste the merge variable into the Add New Custom Merge Tag > Merge Tag. Once you add a merge tag to a template, you will be able to find it again and easily add it anywhere in your document. Simply click the { } button and choose Custom Merge Tags instead of Add New Custome Merge Tag.

Using a Template with Custom Merge Tags

Once you are back in your CRM integration, go through the normal create new sendout flow and choose the template you added the custom merge tag to. Once you select the template, you will see your custom fields listed with the merged data present to confirm accuracy.

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