Choosing the right placeholder group

The editor groups placeholders so you can find the field you need without memorising every token.

• Business fields add your business name, contact details, ABN, address and current date.
• Client and site fields add customer, project and address details.
• Quote and pricing fields add quote numbers, GST, totals and notes.
• Line items and scope fields can insert generated tables or text summaries.
• SWMS hazards fields support hazard tables and numbered hazard rows.
• Neighbour fields support notices and mediation-style documents.

Inserting a token into wording

1. Click inside the template title or body field.
2. Open the relevant placeholder group.
3. Click a token to insert it at the cursor, or drag it into the field.
4. Keep the braces around the token, for example {{customer_name}}.
5. Save the template and generate a document from a real quote or project when you next need output.

Reviewing generated values

Placeholders depend on information already saved against the quote or project. Check client names, addresses, quote totals, invoice details, neighbour details and SWMS hazards before relying on the generated document.