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February 27, 2019

What are SmartFields in Dubsado?

SmartFields are a very powerful tool in Dubsado because they act as placeholders in your templates and will dynamically pull in the appropriate information for your clients.

For example, one of the most commonly used SmartFields is {{client.name}}. The {{client.name}} SmartField maps to your client’s name as it’s listed in your Address Book. So any time you want to use your client’s name in a proposal or contract or form or email, etc., you can simply enter the SmartField {{client.name}} and Dubsado will automatically populate your client’s actual name into that placeholder.

The {{client.name}} SmartField is the perfect way to given your reusable templates a more personal feel when sending to your leads because you’re addressing them by name instead of “Dear Client.”

Some other commonly used SmartFields include:

  • {{job.title}} – The name of the Job you’re proposing or working on for a client
  • {{client.company.name}} – Your client’s Company Name
  • {{client.address | address}} – Your client’s address
  • {{job.invoice | total}} – The total amount of a client’s invoice
  • {{brand.logo | logo}} – Your logo
  • {{brand.emailTemplate.signature}} – Your unique email signature

These are just a few examples, but there are so many more SmartFields available that make working in Dubsado so easy and seamless!

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