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December 18, 2019

How to Add Merge Fields to Your Document Templates

In this tutorial, we're outlining how to use the Formstack document builder to create customer templates with merge fields. Once you've added merge fields to your templates, you can repeatedly populate documents with data from your most important business systems, such as your CRM, accounting software, or form builder. Watch the video below to see how we created and formatted a custom client invoice.ย 

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