Template variable

A template variable is the named connection point between a document template and its source data. Variables such as customer_name, quote_number, total, site_address, or technician_name mark the places where generated documents should insert values. During rendering, the system looks up each variable in the current row or payload and replaces the placeholder with the matching content.

Variables are simple, but naming discipline matters. Clear names help operators understand what a template expects and make mapping easier when a CSV export changes. Ambiguous names create review risk because the wrong value can appear in a polished document. A good template also distinguishes required variables from optional ones and makes missing data obvious during preview. In a larger document automation workflow, variables work alongside filters, conditionals, and repeated sections, but they remain the most important contract between people and software. If a finance, sales, or operations teammate can read the variable list and understand the document, the workflow is much easier to maintain.