The Proposals Application is a great way to leverage information stored in your tables to populate variable components of Word documents.

In a few simple steps, you can push data from a record to an existing document template in Word.

To start, install the application to your workspace table. This will require Admin level permissions.

Determine which components of your document align with a field in your table. For example, if there are areas in your document containing a recipient’s name, and the name is stored in a Pitchly field, it’s a great candidate for a placeholder.

Placeholder syntax is structured as the capitalized field name enclosed in curly brackets. Any spaces or non-alphanumeric characters are replaced with an underscore. For example, a field called "Client Name" would be structured as {CLIENT_NAME}

The following example shows the syntax saved in a document template compared to what is exported into the final document.

We’d love to hear from you. If you have any feedback on product enhancements or additional questions, email the team at PitchlySupport@pitchly.com.