Tokens
Learn about using tokens in your account to speed things up.
How to use Tokens on the Introduction Page:
- On your home “Projects” page, click on any project you have started.
- Click on “Open for editing”.
- Click on the “Introduction” page.
- On the Introduction page, you can automatically pull in the customer’s first, last, or full name.
- To do so, click on the “Insert token” icon at the right-hand corner of the text page, then select the appropriate token from the drop-down options.
- At the bottom of the Introduction page, you can also automatically pull in the salesperson’s information.
How to use Tokens in Custom Pages:
- On your home “Projects” page, click on any project you have started.
- Click on “Open for editing”.
- Click on “Add Custom Page”.
- Click on “Text page”.
- On the text page, you can insert the tokens for customer information and salesperson information, as well as customer signature and customer initial tokens.
Updated 12 months ago