>> What are tokens? <<

A token is a feature that allows you to grab a piece of information stored within your 17hats account/clients project that can be used to automatically insert information into a document for personalization.

Please see a complete list of tokens available in your 17hats account:

>> General Tokens <<

Contact tokens (contains the personal information listed in your contact/leads Contact section)

[contact] First name
[contact] Last name
[contact] Full name
[contact] Company name
[contact] Address
[contact] Email address
[contact] Phone number

Project tokens (contains specific Project-Related information)
[project] Project name
[project] Project location
[project] Project date
[project-dates] Project start time
[project-dates] Project end time

Account tokens (contains personal information from your Account Settings)

[account] First name
[account] Last name
[account] Full name
[account] Company name
[account] Adress
[account] Email address
[account] Phone number
[account] Website

Client Portal tokens (contains information specific to the Client Portal for the client)
[client-portal] Client Portal URL
[client-portal] PIN
[client-portal] if: PIN protected

>> Document Tokens <<

Invoice tokens (can be used in Invoice E-mail types)
[invoice] Invoice number
[invoice] Invoice total amount
[invoice] Invoice outstanding amount
[invoice] Invoice due date
[invoice] Invoice link

Contract tokens (can be used in Contract E-mail types)
[contract] Contract name
[contract] Contract due date
[contract] Contract create date

Questionnaire tokens (can be used in Questionnaire E-mail types)
[questionnaire] Questionnaire name
[questionnaire] Questionnaire due date
[questionnaire] Questionnaire number of questions.


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