A token is a merge field designed to save your time by auto-filling any information that frequently occurs in your documents. It's a piece of text surrounded by square brackets, like this:
Important Information about Tokens:
- Although tokens can automatically populate information in your document, they can only be added/edited in templates, not documents.
- Special characters are not supported in tokens. Tokens only support underscores (_) and periods (.)
- Tokens will not work in any pricing table fields except for the description field (under Item name;)
- Tokens will only work in the document body. They will not work in the document name, saved messages, or email subject/body.
How to add tokens to your template
- Select a text block where you'd like to place your token.
- Type or paste your token in your text block, and then click into the margin to save the changes. The token will automatically be highlighted in yellow.
Types of Tokens
These tokens automatically populate information about your recipient when they're assigned to a Role. They can populate your recipient's first and last name, email address, phone number and company, as long as the information exists in PandaDoc Contacts. (If your recipient doesn’t exist in your PandaDoc Contacts, you can add them when you create the document.)
These tokens map to your CRM, so that you can automatically push information from the CRM to your document. Find your integration here.
These tokens have been predefined by PandaDoc. They will automatically populate certain information specific to your document and its content. (Ex. Doc’s created date, reference number, pricing table totals, etc.)
These tokens act as place holders for any information you need to populate manually when creating a document. You can name them whatever you want, and they’re useful if the information doesn’t exist in your Contacts or CRM.
To use tokens that are mapped to other fields in PandaDoc or your CRM, all characters must match exactly. If they do not match, the token will not populate.
See how tokens work on a document