Custom fields are essentially boxes that you can populate with your own text. Once this text has been added then that text will appear within your projects as fillable boxes.

This allows you to easily record relevant information in an accessible way so that it appears on every project.

You can also set up automations that make use of these custom fields.

Custom fields can be found in the "My company" section of your account, under the "Custom fields" tab.

Under Project Custom Fields click "Add custom field".

This will open a pop-up.

Use the "Type" drop-down to choose between "Text", "Email" and "Drop-down list".

Text and email will provide you with a "Label" box and an "Internal name" box. Choosing "Drop-down list" will show you "Label", "Options" and "Internal Name".

When you fill out the label, this will also populate the internal name. This information will appear as the label shown on projects, with a fillable box below it, such as the example below.

If you choose "Drop-down list", you will see the additional "Options" box. Type an option into the "Options" box and click "Add". You can add as many options as you like. These will appear as small tags below the options box.

Click "Save".

This is what it will look like on a project.

Once you've created your custom fields you will see them appear on the side panel of your projects.

For the text box, simply add whatever text you require to the box. For the email, you will need to add a valid email address to this box. For the drop-down box use the drop-down to select from the options you have created.

You can use custom fields in your automations.

Go to the automations page of your account and create a new automation.

Under the conditions section, on the first of the three drop-downs, you will see your custom fields as options. Select one of these to create a condition dependent on matching your custom field.

The construction will be:

Project custom field [your custom field here]. Equals. [Your text].

For more information on creating automations and how they work, read our help article on automations.

Once you have your conditions set up you can also use custom fields in the email section of an automation.

Firstly if you have email custom fields you can set the automation to email out to the address in your custom field.

Under the "To" section select your "Project custom field:".

When this email runs it will now email that project to the custom field specified email address. This will only work on project-dependent automations.

You can also use custom fields in the variables used in the body of your automation email. This means when the email goes out it will use the text specific to the text in your project custom field.

You can also include custom fields in proposal templates.

When creating a proposal template, you will see that you can add custom variables into the intro and the notes section of your template.

This means these custom fields will appear every time you create a project using that template.

For more information on proposal templates, read the proposal templates section of our proposals help article.