Inserting Dynamic Variables in Contract Templates

When generating a contract, you can insert dynamic variables to automatically display specific charge types or amounts. This is particularly useful for values that may vary depending on vehicle, category, or location—for example, claim excess amounts.

Instead of manually entering these amounts in your contract, you can insert dynamic variables that will be automatically populated with the correct values at the time of agreement generation.

How to Insert a Dynamic Variable

1

Open the Contract Template Editor

Navigate to: Settings → Contract Templates → Click the more options icon (...) → Template Editor

2

Explore Available Variables

On the left-hand side of the editor, you’ll see a list of available dynamic variables and pre-configured templates. These can be inserted directly into your agreement.

3

Select a Text Element

Click into an existing text element or add a new one where you'd like to display the dynamic value.

In the Properties panel, click Insert Data Field to bring up the list of available variables.

4

Choose the Correct Variable

• Use Workspace.ItemName to insert the label of the charge (e.g., “Standard Excess”).

• Use Workspace.ItemPrice to insert the corresponding amount (e.g., “$2,000”).

Each variable includes a unique ID (e.g., IT000001) to indicate which label and value belong together. For example:

• Workspace.ItemName_IT000001 = “Standard Excess”

• Workspace.ItemPrice_IT000001 = “$2,000”

5

Insert Into the Agreement

Click Insert to add the selected variable into the text. It will appear as a placeholder like this:

Standard Excess: In the event of damage to or loss of the vehicle, the customer is liable to pay an excess of {Workspace.ItemPrice_IT000014} per incident.

When the agreement is generated, the variable will be replaced with the actual charge amount specific to the customer's booking.