Using the Proposals App

How to use the Proposals Application

The Proposals Application is great for leveraging information stored in your database to populate variable components of Word documents.

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

First things first, let’s prepare your document.

Prepare Document 

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

Insert Document Placeholders

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.

A complete guide on structuring placeholder syntax is available here. The syntax guide includes detailed instructions on items such as building relationships to access data across database tables, inserting images, as well as formatting options.

Upload Template

Once the Word document containing the placeholder syntax is complete, it should be stored in the database as a new template. To save the new template, navigate to the desired database table, and select the Proposals tab. Within the proposals workspace, click New Template to select the document file or simply drag and drop the file. Next, give your template a name and click Create Template to save it to the workspace.

 

Export and Enjoy

Select the record(s) of data within the main database view, navigate to the Proposals App, and export the document of your choice.

 

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.