v2026.7.14

Release date: July 27, 2026

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New Features

Customer data in document templates (tax ID and address)

Document templates now auto-fill tax ID (CPF/CNPJ) and address from the customer record — in addition to name, email, phone, and WhatsApp already available.

What is it for?

• Generate contracts, proposals, and forms without retyping customer data
• Use the default address on file (or the most recent one) in documents
• Keep the tax ID correctly formatted in the generated text

How to use?

1. Register the customer with Name, Tax ID, Contacts, and Address
2. Open a document template (or create a new one)
3. Insert variables such as {{customer.document}}, {{customer.address}}, {{customer.city}}, {{customer.postal_code}}
4. When you generate the document for that customer, the fields are filled automatically

Full guide: Documents — Variables

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Customer data in schedule notifications

Appointment notification templates now accept document, contact, and address variables from the customer linked to the appointment.

What is it for?

• Personalize reminders and confirmations with tax ID, email, phone, or address
• Avoid rework when building messages that depend on registration data
• Keep information always aligned with the customer record

How to use?

1. Link the customer to the appointment
2. Under Schedule → Notifications, edit the message template
3. Use variables such as {{name}}, {{document}}, {{email}}, {{phone}}, {{whatsapp}}, {{address}}, {{city}}, {{state}}, {{postal_code}}
4. Save the template — on the next sends, values are replaced automatically

Full guide: Schedule — Reminders

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Improvements

Appointment templates with full customer data

When generating a document with entity type appointment, the system also loads {{customer.*}} variables from the linked customer (document, contacts, and address), in addition to the appointment date/time variables.

What is it for?

• Contracts or receipts generated from an appointment already include filled customer data

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Benefits

• Less rework when issuing contracts, forms, and reminders
• Lower risk of typing errors in tax ID, contact, and address
• Structured registration data reused across documents and the schedule