Template Variables

Propivix has two placeholder syntaxes, and {{key}} values come from two different places:

• Shared {{key}} variables, listed on the Templates page's Variables tab. They are a reference list of names and default values. Those defaults are not copied into proposals or used for substitution.
• Per-proposal {{key}} values, edited under Advanced template variables in the proposal editor. The Civic Wave Premium PDF uses them in specific fields described below.
• <<CODE>> codes inside boilerplate assets. Propivix fills these in with details from the proposal and its RFP when it drafts a section or inserts boilerplate.

The Variables tab

Open Templates in the sidebar and select the Variables tab. Variables are grouped by category, under headings such as "Company Variables", "Client Variables" and "Custom Variables". Each row shows the variable's name, its type, its key in the form {{company_phone}}, its default value when one is set, and its description.

Variables marked System are built in. They cannot be edited or deleted. With no variables at all, the tab reads "No custom variables yet".

Add a variable

Adding, editing and deleting variables needs the admin or manager role. Propivix refuses the change for anyone else.

1. On the Variables tab, select New Variable, or Create Variable when the list is empty.
2. Enter a Display Name, such as "Company Phone Number".
3. Enter a Variable Key, such as company_phone. The key must start with a letter. Capitals are turned into lower case, and any character other than a letter, digit or underscore becomes an underscore.
4. Choose a Type: Text, Number, Date, Currency, Yes/No or List.
5. Choose a Category: Company, Client, Proposal, Project or Custom.
6. Optionally enter a Default Value and a Description.
7. Select Create.

Each key can be used once in your organization, so a second variable with the same key is refused.

To change a variable, select its pencil icon. In the Edit Variable dialog you can change the display name, default value and description, then select Update. The key, type and category cannot be changed after creation. To remove a variable, select its bin icon and confirm.

What shared {{key}} variables do and do not do

The list is a reference for your team: a place to agree on names such as {{client_name}} and record standard values such as a phone number.

The default values on the Variables tab are not read when Propivix drafts a section or creates an export. Creating {{client_name}} there does not set that value on a proposal. A placeholder in an uploaded template's section title stays as typed in the proposal outline, and drafting does not replace it.

The exception is the Civic Wave Premium PDF. Open a proposal's Advanced template variables, add and save a value for a key, and the Civic Wave export replaces matching {{key}} placeholders in the proposal title, subtitle, section titles and legacy plain-text section content. It also supplies built-in values such as the proposal title, organization name and client name. Rich-text section content is left as stored. Other Premium styles and standard Word or PDF exports do not use these per-proposal substitutions, so inspect the downloaded file and replace any placeholders that remain.

Boilerplate codes that are filled in

Boilerplate assets can carry codes in double angle brackets. Propivix recognizes these:

Code	Filled with
<<COMPANY>>	Your organization's name
<<AGENCY>>	The RFP's client name
<<CUSTOMER>>	The RFP's client name
<<PROGRAM>>	The RFP's title, or the proposal's title when the RFP has none
<<RFP_NUMBER>>	The RFP's reference number

Codes must be written in capitals. A code Propivix does not recognize, or one whose value is missing, such as <<RFP_NUMBER>> on an RFP with no reference number, is left exactly as written.

The codes are filled in at these points:

• When AI Generate drafts a section, boilerplate assets passed to the AI have their codes filled in first. See AI Proposal Generation.
• In a section's Storyboard, Suggested Boilerplate lists up to five boilerplate assets for that section. Preview and Insert use the text with codes filled in. The "% match" beside each one ranks how well its tags, keywords, business line and age fit the section. It does not measure whether the text answers the RFP.
• In the asset library, a boilerplate asset with codes shows Preview with variables resolved. That preview fills in <<COMPANY>> only; see Asset details.

The stored boilerplate never changes. Codes are filled in each time, from the proposal you are working on.