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Using @tokens in the Octoa tool
Using @tokens in the Octoa tool

An overview of how and where you can make use of the @tokens

Yuri Winkelman avatar
Written by Yuri Winkelman
Updated over a year ago

Using @tokens is quite a time saver as it is used to quickly and accurately place client information. Quick example: if you use the @clientFirstName in an email, it will replace it with the client's first name. You can also check out the video where I explain the use of @tokens in more detail.

You can use the follow @tokens

Client information:

  • @clientFirstName

  • @clientLastName

  • @clientEmail

  • @clientCompanyName

  • @clientAddress

  • @clientPostalCode

  • @clientCity

  • @clientCountry

Project information:

  • @projectDate

  • @projectName

  • @location

Where you can use @tokens

You can use @tokens here:

Email templates

@tokens can be used in the Subject and Message of the email template. You can find your email templates here.

Use tokens inside Octoa email templates.

Contract templates

@tokens can be used inside a contract template or if you edit a contract inside a proposal for a specific client. You can find your contract templates here

Proposal and invoice templates

@tokens can be used inside a proposal and invoice template. For example, within an item description or optional items. Here you find your proposal templates, and here you find your invoice templates.

Questionnaire templates

@tokens can be used within a questionnaire template. For instance, to personalize the welcome message. You can find your questionnaire templates here

How to use the @tokens

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