Smart Tags in TalleFlow
What Are Smart Tags?
Smart Tags are placeholders you can insert into your documents that automatically fill in with the correct information when you send them. They help you work faster, avoid manual typing, and keep your documents accurate.
When you send a document, TalleFlow will replace each Smart Tag with the actual data from your business, client, invoice, or project.
Using Smart Tags
Adding Smart Tags
In the document editor, click where you want the information to appear.
Type a curly bracket
{to open the Smart Tag menu.Choose the tag you want to insert (for example:
{{client.full_name}}).Continue editing your document as needed.
💡 Tip: You can preview your Smart Tags in action by clicking Send to Contact, selecting a contact, clicking Done, then clicking the eye icon at the top right of the editor.
Previewing Your Smart Tags as a Client
You can see exactly how your document will look once the Smart Tags are replaced with real data.
Click Send to Contact in the editor.
Select the contact you want to send it to.
Click Done.
Click the eye icon at the top right of the editor to preview the document.
This preview shows your document exactly as the client will see it, with all Smart Tags replaced by their real values.
Types of Smart Tags
Business Tags
These pull details from your Business Profile:
{{business.name}}– Your business name{{business.address}}– Your business address{{business.email}}– Your business email{{business.phone}}– Your business phone{{business.website}}– Your business website
Client Tags
These pull details from the contact you are sending the document to:
{{client.full_name}}– Client’s full name{{client.address}}– Client’s address{{client.email}}– Client’s email address
Invoice Tags
These pull details from the invoice in your document:
{{invoice.number}}– Invoice number in TalleFlow{{invoice.date_issued}}– Date the invoice is issued{{invoice.due_date}}– Payment due date{{invoice.po}}– Purchase Order number (if entered)
Project Tags
These pull details from the linked project:
{{project.name}}– Project name{{project.location}}– Project location{{project.date}}– Project start date
Example
If your invoice template contains:
Bill to: {{client.full_name}}, {{client.address}}
Invoice #: {{invoice.number}}
Issued: {{invoice.date_issued}}
Due: {{invoice.due_date}}When sent to your client, it will look like:
Bill to: John Smith, 123 Main Street, NY
Invoice #: 103 Issued:
Aug 5, 2025
Due: Aug 6, 2025
Best Practices
💡 Keep your business and contact information updated in TalleFlow.
💡 Use Smart Tags in invoices, proposals, and contracts to save time.
💡 Preview your documents before sending to confirm all tags pull the correct data.