DocMergy: Basic Tokens (Contact and Deal Examples)

DocMergy: Basic token features

These are all examples of native HubSpot properties you can use in your doucments without creating any custom properties and or tokens.

These are what the tokens look would look like before you in put the document into DocMergy 


Contact Examples 

Here are some basic native HubSpot property tokens

First name: {{ object.firstname }}
Last name: {{ object.lastname }}
First name last name: {{ object.firstname }} {{ object.lastname }}
First name last name upper case: {{ object.firstname.value.upper() }} {{ object.lastname.value.upper() }}
Last contacted: {{ object.notes_last_contacted.value.strftime ("%A, %d %B %Y") }}

Company Name: {{ object.company }}
Country/Region : {{ object.country }}
City: {{ object.city }}
Street Address: {{ object.address }}
Close Date: {{ object.closedate.value.strftime(“%d %B %y”) }}

 

Basic Tokens with styling
First name upper case: {{ object.firstname.value.upper() }}
First name and last name in bold: {{object.firstname}} {{object.lastname}}

 

Basic Tokens with formatting (Date Formatting & Token Generator)
Create Date: {{ object.createdate }}
Create Date (eg. 09 April 2025): {{ object.createdate.value.strftime("%d %B %Y") }}
Create Date (eg. 09/04/2025): {{ object.createdate.value.strftime("%d/%m/%Y") }}
Create Date (eg. Wednesday, 09 April 2025): {{ object.createdate.value.strftime("%A, %d %B %Y") }}

 

Basic Tokens in text boxes

Screenshot 2025-04-11 160516

 

Basic Tokens in header & footer

To {{ object.firstname }} {{object.lastname }}

  • Goes in the heading section or footer section
    • double click the empty space for either section to input the message / token 

 

Deal Examples

Basic native HubSpot property tokens

Deal name: {{ object.dealname }}
Deal name in bold: {{ object.dealname }}
Deal name in capitals: {{ object.dealname.value.upper() }}
Deal Amount: {{ object.amount }}
Deal Beginning Date: {{ object.deal_beginning_date }}
Deal Close Date: {{ object.closedate }}
Deal Description: {{ object.description }}

Basic Tokens with styling
Deal name: {{ object.dealname }}
Deal name in bold: {{ object.dealname }}
Deal name in bold upper case: {{ object.dealname.value.upper() }}

Basic Tokens with formatting (Date Formatting & Token Generator)

Deal Close Date normal: {{ object.closedate }}
Deal Close Date (eg. 13 April 2025: {{ object.closedate.value.strftime("%d %B %Y") }}
Deal Close Date(eg. Sun, 13 April 25: {{ object.closedate.value.strftime("%a, %d %b %y") }}
Close Date (eg. 13/04/2025): {{ object.closedate.value.strftime(“%d/%m/%Y”) }}

 Basic Tokens in text boxes 

Screenshot 2025-04-16 122842

Basic Tokens in header & footer

This deal is: {{ object.dealname }}

  • Double click the heading or footing section and place the token there