Salesforce fields in templates and Preview as record

1. 1Open the template in the editor and choose the Salesforce tab on the right.
2. 2Under Used for, pick the object you send it from, for example Quote.

Linking sets default signer rules for that object. You can change them in the same tab.

1. 1Click in the text where the value should go.
2. 2Choose Salesforce field in the toolbar.
3. 3Search the list. Fields of the object come first, then related records you can open with the arrow, for example Account.
4. 4Pick a field. It appears on the page as a chip labeled with the field name, for example Account › Billing Address.

Behind the chip the template stores a merge field such as:

{{record.QuoteNumber}}
{{record.Account.Name}}
{{record.Opportunity.Owner.Name}}

1. 1In the editor, choose Preview as record.
2. 2Search for a record by name or number and pick it.
3. 3The page fills with the record's values and quote lines. The bar at the top lists the signers found and any missing values.
4. 4Choose Stop previewing to go back to editing.