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Overview

Shortcodes automatically insert quote and lead information into your contracts. They ensure accurate, personalized contracts without manual data entry. Shortcodes are formatted as {{entity.attribute}} and appear as highlighted tags in the editor.

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Available Shortcodes

Contracts support the same shortcodes available in workflow emails for the Quote Sent trigger.

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Lead Information

ShortcodeDescriptionExample
{{lead.first_name}}Lead’s first nameJohn
{{lead.last_name}}Lead’s last nameDoe
{{lead.full_name}}Lead’s full nameJohn Doe
{{lead.email}}Lead’s email address[email protected]
{{lead.company_name}}Lead’s company nameAcme Inc
{{lead.phone}}Lead’s phone number+1 234-567-890
{{lead.city}}Lead’s cityNew York

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Company Information

ShortcodeDescriptionExample
{{company.name}}Your company nameBean Scene Coffee
{{company.contact_email}}Your contact email[email protected]
{{company.contact_phone}}Your contact phone+1 234-567-890

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Quote Information

ShortcodeDescriptionExample
{{quote.event_start_date}}Event start dateMay 1, 2025
{{quote.event_start_time}}Event start time10:00 AM
{{quote.event_end_date}}Event end dateMay 2, 2025
{{quote.event_end_time}}Event end time10:00 PM
{{quote.event_address}}Event location123 Main St, Anytown, USA
{{quote.guest_count}}Number of guests150
{{quote.number_of_days}}Number of days2
{{quote.number_of_staff}}Number of staff3
{{quote.service_duration_hours}}Service duration4

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Using Shortcodes

  1. Position your cursor where you want the shortcode
  2. Type the shortcode exactly as shown (case-sensitive)
  3. The shortcode highlights automatically when recognized
  4. Preview your contract to verify shortcodes render correctly
Shortcodes are case-sensitive. Use exactly as shown in the tables above.

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Common Use Cases

Identify the parties entering the agreement:
This agreement is made between {{company.name}} ("Service Provider")
and {{lead.full_name}} ("Client") on this date.
Renders as: “This agreement is made between Bean Scene Coffee (“Service Provider”) and John Smith (“Client”) on this date.”
Reference specific event dates and times:
Services will be provided on {{quote.event_start_date}} from
{{quote.event_start_time}} to {{quote.event_end_time}} at
{{quote.event_address}}.
Renders as: “Services will be provided on May 1, 2025 from 10:00 AM to 4:00 PM at 123 Main St, Anytown, USA.”
Describe the scope of services:
Service Provider will provide coffee catering services for
{{quote.guest_count}} guests with {{quote.number_of_staff}} staff
members for {{quote.service_duration_hours}} hours.
Renders as: “Service Provider will provide coffee catering services for 150 guests with 3 staff members for 4 hours.”
Include contact details for both parties:
Client Contact: {{lead.full_name}}
Email: {{lead.email}}
Phone: {{lead.phone}}

Service Provider Contact: {{company.name}}
Email: {{company.contact_email}}
Phone: {{company.contact_phone}}

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Sample Contract with Shortcodes

Here’s a basic service agreement structure using shortcodes: 
SERVICE AGREEMENT

This Service Agreement ("Agreement") is entered into between
{{company.name}} ("Service Provider") and {{lead.full_name}}
("Client") for services to be provided on {{quote.event_start_date}}.

EVENT DETAILS
Date: {{quote.event_start_date}}
Time: {{quote.event_start_time}} to {{quote.event_end_time}}
Location: {{quote.event_address}}
Guest Count: {{quote.guest_count}}

SERVICES PROVIDED
Service Provider will provide coffee catering services including
{{quote.number_of_staff}} trained staff members for
{{quote.service_duration_hours}} hours of service.

PAYMENT TERMS
Client agrees to pay the total amount specified in the quote.
Payment terms and schedule are outlined in the booking confirmation.

CANCELLATION POLICY
[Your cancellation terms here]

CONTACT INFORMATION
Client: {{lead.full_name}}
Email: {{lead.email}}
Phone: {{lead.phone}}

Service Provider: {{company.name}}
Email: {{company.contact_email}}
Phone: {{company.contact_phone}}

[Add signature block here]

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Shortcode Best Practices

Use the preview feature to verify shortcodes render correctly before assigning the contract to quotes.
Use {{lead.full_name}} instead of {{lead.first_name}} in legal text and signature sections.
Use {{quote.event_address}} for the full address rather than just city.
Include both {{quote.event_start_time}} and {{quote.event_end_time}} to clarify the service window.
Some shortcodes may be empty if that information wasn’t collected. Test with various quote types to ensure your contract reads well even with missing optional fields.

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Troubleshooting

  • Check spelling and capitalization (they’re case-sensitive)
  • Ensure you have both opening {{ and closing }}
  • Verify you’re using a valid shortcode from the tables above
  • The shortcode may not be recognized - check the spelling
  • Some fields may be empty if data wasn’t collected
  • Verify you’re using quote-level shortcodes (contracts don’t support booking-level shortcodes)
Contracts support the same shortcodes as Quote Sent workflow emails. Check the workflow shortcodes documentation for the complete list.

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Next Steps

Contract Editor

Build and format your contract template

Workflow Shortcodes

See all available shortcodes in detail