Smart Fields are a set of place holders that change depending on what project is used. For example, if you create a template with the smart field "Client First Name" and then use that template for sending an email for that specific project. You won't have to type in the clients first name manually, you just send the template from the project and the smart field will use the clients name assigned to the project. Then you can leverage that same template for all your other projects. 

Currently we have the following smart fields available for you to use with more to come in the future:

Where can I use smart fields? 

You can use smart fields for template creation, within documents, and in emails. 

To learn more, see some helpful articles below:

How to create a template

How to create a contract

How to send a message

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