Document templates

Templates produce applications, contracts, letters, and payment documents with merge data pulled from a deal. Manage them under Settings → Document templates.

Merge variables

Insert tokens like {{merchant.legalName}} or {{deal.fundedAmount}} from the Merge tokens palette - click a token to drop it into the body at your cursor. Tokens resolve against the deal, its merchant, and the latest approval when you generate a document.

Calculated fields

Define calculated fields with a name and a formula referencing numeric variables:

• Variables: funded, factor, buyRate, payback, term, daily, position
• Operators: + - * / and parentheses

Example - a calculated field named totalPayback with formula funded * factor becomes available as {{calc.totalPayback}} and renders as currency. Calculated fields are evaluated safely at generation time (no code execution).

Preview

The editor shows a live preview substituting each token with a labelled placeholder so you can check layout before using the template on a real deal.

Can’t find what you need? Return to the app or contact your administrator.