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:

• Personalisations & Field Tags

• Personalisations & Field Tags (Applications)

• Setting up your Contract Template