Template Variables

Template variables let you write one agreement that is automatically personalized for each user. Instead of every user seeing the same text, each person sees a version with their specific details — like their name, company, or contract start date — already filled in.

Variables are only available on Generated templates.

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How It Works

In your template content, use {{variableName}} placeholders wherever a user's specific detail should appear:

This Non-Disclosure Agreement is entered into as of {{effectiveDate}}
by and between Your Company, Inc. and {{companyName}},
represented by {{recipientName}}.

Confidentiality obligations apply for {{confidentialityPeriod}}.

When a user is sent to the agreement, your system passes their actual details to Click. Click fills in the placeholders before showing the user the content. Every person sees a version rendered with their own data.

Coming Soon

Screenshot: Rendered Generated agreement showing filled-in variable values — for example, the user's name and company already substituted into the agreement text

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Defining Variables

After adding placeholders to your content, go to the Variables tab and define each one. For every {{variableName}} in your content, add a row:

Field	What it means
Variable Key	Must match the name in your {{placeholder}} exactly. Case-sensitive — {{companyName}} and {{CompanyName}} are different.
Display Name	A readable label for your team, for example, Recipient Full Name
Type	The kind of data: text, number, date, or yes/no
Default Value	Optional. Used when a value is not provided for a specific user.
Required	When on, the agreement cannot be sent to a user without this value being provided.

tip

Mark all critical fields as Required. This prevents a situation where an agreement is shown with a blank placeholder because data was missing.

Coming Soon

Screenshot: Variables tab showing a list of defined variables with their names, types, and required status

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Variable Types

Type	Use for	Examples
Text	Names, companies, free-form values	Jane Smith, Acme Corp
Number	Quantities, amounts	30, 2.5
Date	Dates and time periods	January 1, 2026
Yes/No	Boolean flags	true, false

For dates, Click displays the value exactly as you pass it — format it before sending.

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Passing Variable Data

When your team or system creates a session for a specific user, the variable values are passed along with the request. If a required variable is missing, the agreement cannot be shown to the user.

Your developers will handle this using the Click API. Share the list of variable keys and their expected formats with them so they know what data to pass.

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What Gets Captured in the Acceptance Record

When a user accepts a Generated agreement, the acceptance record includes a copy of the final rendered content — with all variables already filled in — so you have an exact record of what that specific user agreed to.

See Evidence Bundles for what each record contains.

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Common Variable Patterns

Variable Key	Display Name	Type	Used in
recipientName	Recipient Full Name	Text	NDAs, contracts
companyName	Company Name	Text	NDAs, partnership agreements
effectiveDate	Effective Date	Date	Any dated agreement
confidentialityPeriod	Confidentiality Period	Text	NDAs
governingLaw	Governing Law	Text	NDAs, contracts
subscriptionTier	Subscription Tier	Text	Billing terms

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Next Steps

• Creating Templates: full template setup guide
• Evidence Bundles: what gets captured per acceptance
• NDA use case: end-to-end example using variables