Merge fields
4 min read · Updated June 2026
Merge fields are the connection between your template and your data. Each one names a value to pull from the item being printed.
What you can pull
- Direct field values from the item.
- Values from related items.
- Calculated and formatted values.
Name them clearly. A template is easiest to maintain when its merge fields read like the document — client_name, total_due — rather than internal field IDs.