Drum

Ben Walker

Create reusable templates and look up document merge fields.

Templates & Documents

Proposal Word merge fields for project.referrer and project.referrer_contact name, email and phone.

Proposal referrer merge fields

Merge fields for custom Word documents (Generate Document), including Invoice to, Claims-tab-like claim item mapping, built-in claim PDF columns, and Progress Claim fields.

Dynamic Document Generation Reference

Look up the merge fields available to Word document templates.

Reference

Drum uses a template based system for projects, opportunities and propoasls, allowing for consistent workflows and ensuring that you don't have to manually enter data unecessarily.

Creating Your Key Drum Templates

Create and manage reusable Drum templates.

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