📌 Step 1: Open the Document Editor

1️⃣ Navigate to Docs / Payments from the left sidebar.

2️⃣ Click Documents & Contracts.

3️⃣ Open an existing document template or create a new one.

4️⃣ The document editor will open.

⚙️ Step 2: Insert a Custom Value

1️⃣ Place your cursor in the document where you want the information to appear.

Example:

Buyer Name

Email Address

Property Details

2️⃣ Click the Custom Values icon ({x}) in the top toolbar.

This will open the Custom Values panel.

🔎 Step 3: Select the Data Source

1️⃣ In the Custom Values panel, choose the category you want to pull data from.

Examples include:

Contact Fields

Full Name

First Name

Last Name

Email

Phone

Address

Opportunity Fields

Opportunity Name

Opportunity Value

Opportunity Source

📄 Step 4: Insert the Custom Value

1️⃣ Click the field you want to insert.

Example: Full Name

2️⃣ The custom value will be added to the document.

Example:

💾 Step 5: Save the Document

1️⃣ After inserting the custom values, click Save.

2️⃣ The template will now automatically populate these values when the document is sent.

📊 How Custom Values Work

When you send the document to a contact, LeadBossCRM replaces the custom value with the actual data stored in the CRM.

Example:

Template:

Buyer Name:

If the contact name is John Smith, the final document will show:

Buyer Name: John Smith

📊 Expected Result

Your document will automatically populate the selected fields using CRM data, allowing you to create dynamic and reusable contract templates without manually entering client information each time.