Smart Tags in TalleFlow

When you send a document, TalleFlow will replace each Smart Tag with the actual data from your business, client, invoice, or project. This is true however you deliver the document — whether you send it by email from TalleFlow or share the hosted link. The version your client opens in the portal always shows resolved values, never placeholders.

1. In the document editor, click where you want the information to appear.
2. Type a curly bracket { to open the Smart Tag menu.
3. Choose the tag you want to insert (for example: {{client.full_name}}).
4. Continue editing your document as needed.

💡 Tip: Preview your Smart Tags in action by clicking Send to Contact, selecting a contact, clicking Done, then clicking the eye icon at the top right of the editor.

1. Click Send to Contact in the editor.
   
2. Select the contact you want to send it to.
3. Click Done.
4. Click the eye icon at the top right of the editor to preview the document.

• {{business.name}} – Your business name
• {{business.address}} – Your business address
• {{business.email}} – Your business email
• {{business.phone}} – Your business phone
• {{business.website}} – Your business website

• {{client.full_name}} – Client's full name
• {{client.address}} – Client's address
• {{client.email}} – Client's email address

• {{invoice.number}} – Invoice number in TalleFlow
• {{invoice.date_issued}} – Date the invoice is issued
• {{invoice.due_date}} – Payment due date
• {{invoice.po}} – Purchase Order number (if entered)
• {{invoice.total}} – Invoice total amount (proposals only)
• {{invoice.subtotal}} – Invoice subtotal amount (proposals only)

💡 {{invoice.total}} and {{invoice.subtotal}} are available in proposals only — they won't appear in the Smart Tag menu for contracts or other document types.

• {{project.name}} – Project name
• {{project.location}} – Project location
• {{project.date}} – Project start date
  

When you insert {{invoice.total}} or {{invoice.subtotal}} into a proposal, TalleFlow pulls the values from the invoice linked to that proposal.

• In the proposal editor, these appear as tokens until you preview or send the document.
• When you preview the proposal, the tokens are replaced with the actual invoice total and subtotal.
• Once you send or finalize the proposal, those resolved values are locked in. If you edit the linked invoice afterward, the sent or finalized proposal will keep showing the original amounts — it won't update automatically.

If your invoice template contains:

Bill to: {{client.full_name}}, {{client.address}}
Invoice #: {{invoice.number}}
Issued: {{invoice.date_issued}}
Due: {{invoice.due_date}}

Bill to: John Smith, 123 Main Street, NY
Invoice #: 103
Issued: Aug 5, 2025
Due: Aug 6, 2025

• Keep your business and contact information updated - accurate Smart Tags depend on accurate source data.
• Use Smart Tags in invoices, proposals, and contracts - to save time.
• Preview your documents before sending - to confirm all tags pull the correct data.