Template Variables

Variables are placeholders in your template that get replaced with actual values. They use double curly braces:

{{variable_name}}

Variable Syntax

{{client_name}}
{{contract_date}}
{{project_description}}
{{client_signature}}

Naming rules:

Letters, numbers and underscores. Upper or lower case both work ({{client_name}}, {{CLIENT_NAME}}); pick one style and stick to it.
No spaces. A name with a space isn't recognized as a field.
Use the same variable more than once and every copy gets the same value

Configuring Variables

After adding variables to your template, click the Variables tab to configure how each variable behaves. Each row has:

Label (Optional): for Text fields, shown to the signer in place of the variable name
Completed By: Creator or Signer
Field Type: what kind of input it is
An eye button that scrolls the preview to that variable

Template Variables Configuration

Click Save Changes to keep your settings. Contracts use the settings saved on the template.

Completed By

Each variable is completed by either the Creator (when creating the contract) or the Signer (when signing).

Completed By	When it's filled	Example variables
Creator	During contract creation	`{{client_name}}`, `{{contract_date}}`, `{{total_amount}}`
Signer	During signing	`{{client_signature}}`, `{{client_initials}}`

Signers see the creator values in the document but can't change them.

Field Types

The available field types depend on who completes the variable.

Creator field types:

Text - General text input
Email - Email address
Phone - Phone number
Date - Date picker

Signer field types:

Signature - Drawn with a mouse or finger
Initials - Drawn, like a signature
Signer Name - Filled in automatically with the signer's name
Timestamp - Filled in automatically with the date and time they sign
Text, Email, Phone, Date - Information the signer types in or picks

Every signer field except Signer Name and Timestamp must be completed before the signer can submit.

Common Variable Patterns

Contract details (Creator)

{{client_name}}
{{client_email}}
{{contract_date}}
{{project_description}}
{{total_amount}}

Signature fields (Signer)

{{client_signature}}
{{provider_signature}}
{{client_initials}}
{{witness_signature}}

Example Template

# Service Agreement

**Client:** {{client_name}}
**Email:** {{client_email}}
**Date:** {{contract_date}}

## Services

{{project_description}}

## Payment

Total: {{total_amount}}

---

**Client Signature:** {{client_signature}}

**Provider Signature:** {{provider_signature}}

Auto-Detection

When a variable first appears, its settings are guessed from its name. The name is split into words at underscores, hyphens, dots, spaces and capital letters, and the first rule that matches wins:

Name	Completed By	Field Type	Examples
`timestamp`, or a signing word next to `date`/`time`	Signer	Timestamp	`{{sign_date}}`, `{{date_signed}}`, `{{signed_at}}`
The word `signature` or `sig`	Signer	Signature	`{{signature}}`, `{{tenant_signature}}`
The word `initials`, or ending in `initial`	Signer	Initials	`{{buyer_initials}}`, `{{initial_2}}`
`signer` followed by `name`	Signer	Signer Name	`{{signer_name}}`, `{{tenant_signer_name}}`
The word `email`	Creator	Email	`{{client_email}}`
The word `phone`, `mobile` or `tel`	Creator	Phone	`{{client_phone}}`
The word `date`	Creator	Date	`{{start_date}}`
Anything else	Creator	Text	`{{client_name}}`, `{{assignee_address}}`

Words are matched whole, so {{assignee_address}} and {{design_fee}} are plain text, not signatures. Signer-completed Text, Email, Phone or Date fields are never guessed: set Completed By to Signer and pick the type yourself. Saved settings always win over the guess.

Next Steps

Creating Templates - Build templates with variables
Creating Contracts - Generate contracts from templates