Missing Toolkit: Templates
Placeholders
Placeholders are tokens in your Word template that get replaced with live data when you generate a document. They use the ${PLACEHOLDER_NAME} syntax.
Viewing available placeholders
On the Templates page, click the Available Placeholders button to open a reference panel. Placeholders are grouped by:
- Data source (e.g., QuickBooks Online) — with connection status
- Entity type (e.g., Invoice, Estimate) — collapsible sections
- Field group (e.g., Invoice, Customer, Line Items) — organized by category
QuickBooks Online — Invoice
Invoice fields
| Placeholder | Description |
|---|---|
| ${INVOICE_NUMBER} | The invoice document number |
| ${INVOICE_DATE} | The transaction date |
| ${DUE_DATE} | The payment due date |
| ${SUBTOTAL} | Subtotal before tax |
| ${TAX_AMOUNT} | Total tax amount |
| ${TOTAL_AMOUNT} | Total invoice amount |
| ${BALANCE_DUE} | Remaining balance due |
| ${MEMO} | Private memo/notes |
| ${CUSTOMER_MESSAGE} | Message displayed on invoice |
Customer fields
| Placeholder | Description |
|---|---|
| ${CUSTOMER_NAME} | Customer display name |
| ${BILLING_ADDRESS} | Full billing address |
| ${SHIPPING_ADDRESS} | Full shipping address |
| ${CUSTOMER_EMAIL} | Customer email address |
Line item fields
| Placeholder | Description |
|---|---|
| ${LINE_ITEMS} | Generates a full table of line items |
QuickBooks Online — Estimate
Estimate fields
| Placeholder | Description |
|---|---|
| ${ESTIMATE_NUMBER} | The estimate document number |
| ${ESTIMATE_DATE} | The transaction date |
| ${EXPIRATION_DATE} | The estimate expiration date |
| ${ESTIMATE_STATUS} | Status (Pending, Accepted, Closed, Rejected) |
| ${SUBTOTAL} | Subtotal before tax |
| ${TAX_AMOUNT} | Total tax amount |
| ${TOTAL_AMOUNT} | Total estimate amount |
| ${MEMO} | Private memo/notes |
| ${CUSTOMER_MESSAGE} | Message displayed on estimate |
Customer fields
| Placeholder | Description |
|---|---|
| ${CUSTOMER_NAME} | Customer display name |
| ${BILLING_ADDRESS} | Full billing address |
| ${SHIPPING_ADDRESS} | Full shipping address |
| ${CUSTOMER_EMAIL} | Customer email address |
Line item fields
| Placeholder | Description |
|---|---|
| ${LINE_ITEMS} | Generates a full table of line items |
Date formatting
All date placeholders respect your team's date format setting. To change the format, go to Team > Settings and select your preferred format from the dropdown.