Salesforce fields in templates and Preview as record

1. 1Choose Templates in the sidebar, then Edit on the template. In the editor, choose the Salesforce tab on the right, next to Document.
2. 2Under Used for, pick the object you send it from, for example Quote.

Linking sets default signer rules for that object. You can change them in the same tab.

If the template uses fields the new object doesn't have, for example Quote Number after switching from Quote to Opportunity, the tab lists them under Used for. Replace them, or they stay empty when sending. A Document name built from the old object's fields is cleared when you switch, and a note under it says so and shows what it was; name it again with the new object's fields, or leave it blank for the template's title and the record's name.

1. 1Open the template in the editor (Templates → Edit on the template). Link it to an object first if it isn't yet: see Link a template to an object.
2. 2Click in the text where the value should go.
3. 3Choose Salesforce field in the toolbar above the page.
4. 4Search the list. Fields of the object come first, then related records you can open with the arrow, for example Account.
5. 5Pick a field. It appears on the page as a chip labeled with the field name, for example Account › Billing Address.

Behind the chip the template stores a merge field such as:

{{record.QuoteNumber}}
{{record.Account.Name}}
{{record.Opportunity.Owner.Name}}

Fields also work in the page header and footer, and in the document name. On an uploaded PDF, drag the field from the Salesforce tab on the left onto the blank where its value should print; see Salesforce fields and fill-ins on a PDF.

The examples are for US English. To write dates, numbers and amounts another way, for example 1. Oktober 2026 and 42.994,20 €, set Document language and region in Settings → Company, or for one template under Document → Language and region in the editor.

Any related list of the record can go on the page as a table, with one row for each related record: an opportunity's contact roles, a quote's documents, a custom object's sites. In the template editor, drag it in from Related lists in the Salesforce tab on the left, next to Blocks and Fields. Related lists as tables shows every step.

1. 1Open the template in the editor (Templates → Edit on the template) and choose Preview as record at the top. It's there once the template is linked to an object under Used for.
2. 2Search for a record by name or number and pick it.
3. 3The page fills with the record's values and quote lines. The bar at the top lists the signers found and any missing values.
4. 4Choose Stop previewing to go back to editing.

A field that's empty on the record keeps the document as a draft until someone fills it in. If a field may be empty, for example a PO number, open the Fill-ins tab on the right of the template editor, check Can be empty under the field, and optionally type what to print instead, such as N/A.

If Tally Sign can't read a field, the bar says so instead of calling it empty. Check that the field still exists under that name and that the Salesforce user Tally Sign is connected as has access to it. A field hidden from you in Salesforce is listed as hidden from you: fill it in on the document, or ask your Salesforce admin for access.

You can search and preview only records you can open in Salesforce, with the fields you can see there. That needs a seat linked to your Salesforce user. Owners and admins without a seat see what the user Tally Sign connects as sees.