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Contract Personalisations

A full reference of every personalisation tag available when building a Contract Template, what it looks like once inserted, and how to add your own using Field Tags.

This is a reference for every personalisation ("merge tag") available when building a Contract — inside the Contract Template editor, and directly on a contract's document blocks.

How it works

  • Personalisations are inserted using an [[tag]] syntax, e.g. [[contract_title]].

  • In the template editor toolbar there's a Personalisations dropdown, grouped by category (Contract, Applicant, Application, General, etc.). Clicking an item inserts the tag at the cursor — you don't have to type it by hand, though you can copy/paste it directly into the text.

  • The category labels that mention "Grant" will instead show your organisation's own term if you've renamed it (e.g. "Funding Round"), since your organisation's terminology is applied automatically.

  • When the contract is previewed, sent, or exported to PDF, every tag is replaced with the real value pulled from that specific contract (and its linked Application, if any).

  • If a tag has no value to pull through (e.g. no contract manager assigned), it's simply replaced with blank text — it won't show broken text in the final document.

  • Tags only resolve when they're relevant. A contract that isn't linked to a Funding Application won't populate Application-only tags such as [[application_name]].

A contract's personalisation list is a combination of: fixed Contract personalisations, fixed Applicant personalisations, General personalisations, and — because a contract is usually linked to a Funding Application — every personalisation available on that Application as well (Application details, Grant/Funding Round stats, and any Field Tags set up on the application forms). All of these are covered below.

Contract personalisations

Copy/paste tag
Shown in editor as
What it pulls through in the real document

[[contract_title]]

Contract Title

The contract's title field

[[contract_number]]

Contract Number

The contract's custom/allocated contract number

[[contract_start_date]]

Contract Start Date

Contract start date, formatted long (e.g. "3 July 2026")

[[contract_end_date]]

Contract End Date

Contract end date, formatted long

[[contract_amount]]

Contract Amount

Contract amount, formatted as currency

[[contract_bank_number]]

Contract Bank Number

The applicant's bank account number on the contract

[[contract_category]]

Contract Category

The name of the Contract Category assigned

[[contract_manager_name]]

Contract Manager Name

Full name of the assigned contract manager (admin user)

[[contract_manager_role]]

Contract Manager Organisation Role

That admin's organisation role/title

[[contract_manager_phone]]

Contract Manager Phone Number

That admin's phone number

[[contract_manager_email]]

Contract Manager Email

That admin's email address

[[standard_terms]]

Standard Terms

Inserts your organisation's configured Standard Terms document/block

[[milestone_table]]

Milestone Table

A rendered table of the contract's milestones

[[payment_schedule]]

Payment Schedule

A rendered table of the contract's payment schedule

[[main_contract_milestone_table]]

Main Contract Milestone Table

The milestone table from the original contract (used on variations/amendments)

[[main_contract_payment_schedule]]

Main Contract Payment Schedule

The payment schedule from the original contract (used on variations/amendments)

[[admin_signature_block]]

Admin Signature Block

Renders a signature block per admin signatory. If you have 2 admin signatories, drop the tag in twice and each instance fills with the next signatory

[[applicant_signature_block]]

Applicant Signature Block

Same, for applicant/registered-provider signatories

[[verifier_signature_block]]

Verifier Signature Block

Same, for verifier signatories

Applicant personalisations

These pull from the applicant organisation and its primary contact on the contract.

Copy/paste tag
Shown in editor as
What it pulls through

[[organisation_name]]

Organisation Name

The applicant organisation's name

[[first_name]]

First Name

Applicant contact's first name

[[full_name]]

Full Name

Applicant contact's full name

[[last_name]]

Last Name

Applicant contact's last name

[[applicant_email_address]]

Email Address

Applicant contact's email address

Linked Application personalisations

Available whenever the contract is tied to a Funding Application (which is almost always).

Copy/paste tag
Shown in editor as
What it pulls through

[[application_name]]

Application Name

The application's title

[[application_number]]

Application Number

The application's formatted number

[[application_submission_date]]

Application Submission Date

Date the application was submitted, formatted long

[[requested_amount]]

Requested Amount

Amount requested on the application, as currency

[[approved_amount]]

Approved Amount

Amount granted/approved, as currency

[[verifier_name]]

Verifier Name

Name of the verifier assigned to the application

[[fund_list]]

Fund List

Comma-separated list of funds the application drew from — add _ul or _ol to the tag for a bulleted or numbered list, e.g. [[fund_list_ul]]

[[app_assessment_score]]

Assessment Score

The application's final assessment score

[[application_conditions]]

Application Conditions

A bulleted list of the application's/decision's conditions, with due dates where set

Grant/Funding Round personalisations

The category label here follows your org's terminology (shown as "Grant" below, but may read "Funding Round" etc. for you).

Copy/paste tag
Shown in editor as
What it pulls through

[[grant_name]]

{Funding Round term} Name

Name of the funding round the application belongs to

[[grant_category]]

Category

The funding category of that round

[[grant_avg_assessment_score]]

Avg. Assessment Score

Average final assessment score across the round

[[budgeted_applications_count]]

Budgeted Applications Count

Count of applications budgeted in the round

[[budgeted_applications_amount_requested]]

Budgeted Applications Total Amount Requested

Total requested amount across budgeted applications

[[submitted_applications_count]]

Submitted Applications Count

Count of submitted applications in the round

[[submitted_applications_amount_requested]]

Submitted Applications Total Amount Requested

Total requested amount across submitted applications

[[withdrawn_applications_count]]

Withdrawn Applications Count

Count of withdrawn applications in the round

General personalisations

Copy/paste tag
Shown in editor as
What it pulls through

[[short_date]]

Short Date

Today's date, short format

[[long_date]]

Long Date

Today's date, long format

[[organisation_logo]]

Organisation Logo

Your organisation's logo image. Variants: [[organisation_logo_wrap_left]] / [[organisation_logo_wrap_right]] wrap body text around it

[[organisation_letterhead]]

Organisation Letterhead

Your organisation's letterhead image, with the same wrap variants

[[letter_signature]]

Letter Signature

Renders the relevant signatory's saved signature image + name/title

Customisable personalisations: Field Tags

On top of the fixed list above, you can add your own personalisations that pull through data specific to your organisation's forms — these automatically show up in the Personalisations dropdown once configured, no template changes needed.

Any field — or Advanced/Budget table — on the Funding Application form or Registration form can be given a Field Tag in the Form Builder. Once set, a regular field's answer becomes available as [[your_field_tag]], and an Advanced Table or Budget Table becomes available as its own tag (e.g. [[your_table_field_tag]]) rendering the full table in the document.

For a full walkthrough of creating and managing Field Tags, see:

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