Previous: How to format a document into a Pulley template 👈
If there is not a Template Field that covers your use case, can you create a custom template field for your custom template.
1. Add in the {{custom_field_*insert custom field name here*}} variable where applicable in the document.
For example, in this template I want to add the quantity of game tokens to be included in the contract, so I will add {{custom_field_game_token_quantity}} to the docx template (see highlighted text below).
ℹ️ Rules for creating the custom field variable:
Every custom field variable needs to start with
custom_field_prefixCan use
-,_, space, digits and letters for the field nameUsing special characters like
!@#...will ❌ not work in the field nameEvery
-,_and space maps to a space within the Custom Fields area in the security.For example, on the left is the input for the Custom Field in the website and on the right is the custom field variable that should be put inside docx:
phone number -
{{custom_field_phone_number}}phone_number -
{{custom_field_phone_number}}
Every letter maps to the lowercase letter
Phone Number -
{{custom_field_phone_number}}
2. Follow this help article to start granting a new security and return back to this article before you begin part 4. "Review your drafted agreements".
3. While entering agreement details, expand the Advanced Terms section and fill in the custom fields.
4. Select Save & Continue when done and Pulley will generate the agreement that includes the custom fields.
Note: Custom Templates (also known as Custom Documents) are available to Growth and Custom plan customers. Please reach out to your Customer Success Manager should you be interested in utilizing Custom Documents/Templates.
Next: 👉 Edit / Update Form Document
🔧 Troubleshooting
Contact us via Intercom or at support@pulley.com if you have any issues setting up your templates.