Creating Custom Data Items for a Specific Template or Document

 

FAQ: Creating Custom Data Items for a Specific Template or Document

What are custom data items specific to a template or document?

These are user-defined data fields that apply only within the context of a single template or document in QuoteCloud—they do not affect the global settings or other documents, offering flexibility and specificity in content customization. 

Why would I use a template-specific custom data item instead of a global one?

Template-specific items let you tailor content precisely for one document without cluttering the global data interface. This keeps your general templates clean while allowing unique fields when needed—perfect for specialized proposals.

How do I create a custom data item for a specific template or document?

While the page doesn’t walk through the step-by-step process, it introduces the concept: adding custom data items that are limited to that particular template or document. For detailed instructions—like steps, buttons to click, or configuration menus—you’d need to consult guides on global custom data items, contact data items, or similar workflows.
For more detailed configuration, see more information and more information

Can these custom data items be inserted into text blocks or price tables?

Yes—once created, you can typically insert custom data items into your document just like system data items (such as customer name or proposal ID). They can be embedded in text blocks and will be dynamically merged when generating the document.

Are there other types of custom data items in QuoteCloud?

Absolutely—there are several types:

• Global custom data items, which are reusable across many templates/documents.

• Contact-specific data items, used to personalize documents based on client information.

• Sales quote custom fields and product custom fields, which can prompt for extra info when creating quotes or appear in product pricing tables.

Once inserted, do custom data items auto-update across documents?

System and custom data items are dynamically replaced with their actual values in generated documents (both web and PDF). This ensures consistent updates—change the data once, and all references update accordingly.

Where should I look if I want to learn more about similar features?

You might find these related guides useful:

• Using global custom data items in document templates — for reusable custom data across documents. (more information)

• Creating contact data items — for personalizing with client-specific variables. (more information)

• Sales quote or product custom fields — for expanding quote creation and pricing table capabilities. (more information)

Each of these can offer insights on how to create, configure, and insert custom data into your templates—so definitely check them out for step-by-step workflows.

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Summary Table

Question	Quick Answer
What are template-specific custom data items?	Unique fields limited to a specific template or document.
Why use them?	To add specific data without affecting global settings.
How to create them?	Concept introduced; consult related guides for detailed steps.
Can they be used inside content?	Yes—they can be embedded like other data items.
Other types of custom items?	Global, contact, quote-level, and product-level custom fields.
Do they auto-update?	Yes—values replace placeholders dynamically in generated documents.
Where to learn more?	Related user guide topics above under [more information].