Engagement Letters
How to use Engagement Letters in Fidu
By Blaine1 author5 articles
- Getting Started with Liquid Variables in FiduLiquid is the template language Fidu uses to fill in client names, prices, and form answers automatically. Learn the two building blocks, how to read a variable, filters, and the…
- Engagement Letter Variables — Client, Contact & Service DetailsThe reference for the built-in Liquid variables available in engagement letter templates: client record, primary contact, service, engagement, and letter details.
- Advanced Liquid — Filters, Formatting & TroubleshootingThe power tools: currency and date filters, reusable values with assign and capture, repeating table rows in Word, client name templates, and how to fix a letter that won't generate.
- Using Signup Form Answers in Your Engagement LetterEvery named question on your signup form becomes a Liquid variable you can merge into the engagement letter. Learn how each question type prints, how to branch on choice answers,…
- Conditional Content and Loops in Engagement LettersUse Liquid's if/else and for tags to make one engagement letter template adapt to every engagement — showing optional clauses, branching on form answers, and listing every contact or owner.