Variables & Helpers

Learn to use dynamic variables and Handlebars helpers to create powerful and flexible documents.

Available Variables

Customer Data

{{customer.name}} // Full name
{{customer.document}} // Tax ID (formatted)
{{customer.email}} // Email
{{customer.phone}} // Phone
{{customer.whatsapp}} // WhatsApp
{{customer.created_at}} // Registration date
{{customer.stage_name}} // Funnel stage
{{customer.tags}} // Tags (comma-separated)

Address (customer default address)

{{customer.address}} // Full address (text)
{{customer.formatted_address}} // Formatted address (Maps, if any)
{{customer.address_line_1}} // Street line
{{customer.address_line_2}} // Complement
{{customer.city}} // City
{{customer.state}} // State
{{customer.postal_code}} // ZIP / postal code
{{customer.country}} // Country

Which address is used?

The system uses the address marked as default (is_default). If there is no default, it uses the most recent address.

System Data

{{date.current_date}} // Current date (2026-02-24)
{{date.current_time}} // Current time (14:30:00)
{{organization.name}} // Organization name
{{user.name}} // Name of user who generated

Custom Variables

Create specific variables for your template:

{{custom.variable_name}} // Custom value

Example:

Contract Amount: $ {{custom.amount}}
Delivery Term: {{custom.term}} days
Discount: {{custom.discount}}%

Handlebars Helpers

Helpers are functions that transform data. Use the syntax: {{helper value}}

Text Transformation

Uppercase

{{uppercase customer.name}}

Result: JOHN SMITH

Lowercase

{{lowercase customer.name}}

Result: john smith

Capitalize (first letter)

{{capitalize customer.name}}

Result: John smith

Title Case (all words)

{{titleCase customer.name}}

Result: John Smith

Numbers in Words (General)

Portuguese

{{formatInWordsPT custom.quantidade}}

Example: 250 → "duzentos e cinquenta"

English

{{formatInWordsEN custom.quantity}}

Example: 250 → "two hundred and fifty"

Spanish

{{formatInWordsES custom.cantidad}}

Example: 250 → "doscientos cincuenta"

Mathematical Operations

Apply mathematical operations to numeric variables. Accepts variables or literal numbers in any argument.

{{divide value divisor}} // value ÷ divisor
{{multiply value factor}} // value × factor
{{add value addend}} // value + addend
{{subtract value subtrahend}} // value − subtrahend
{{sum v1 v2 v3}} // sum multiple values

Examples:

{{divide custom.totalValue 4}} // Divide by 4 (e.g. 1000 → 250)
{{divide custom.totalValue custom.numInstallments}} // Divide variable by another variable
{{multiply custom.quantity 2}} // Multiply by 2
{{formatCurrencyBRL (divide custom.totalValue 4)}} // Value ÷ 4 formatted in R$
{{sum custom.item1 custom.item2 custom.item3}} // Sum multiple variables

Currencies (Number + Currency Name)

Currency helpers convert the number and add the currency name in words.

Brazilian Real (BRL)

{{formatInWordsBRL custom.valor}}

Example: 1350.50 → "one thousand three hundred fifty reais and fifty centavos"

US Dollar (USD)

{{formatInWordsUSD custom.value}}

Example: 1350.50 → "one thousand three hundred fifty dollars and fifty cents"

Euro (EUR)

{{formatInWordsEUR custom.value}}

Example: 1350.50 → "one thousand three hundred fifty euros and fifty cents"

Argentine Peso (ARS)

{{formatInWordsARS custom.valor}}

Example: 1350.50 → "mil trescientos cincuenta pesos argentinos"

Paraguayan Guarani (PYG)

{{formatInWordsPYG custom.monto}}

Example: 1350 → "mil trescientos cincuenta guaraníes"

Warning

Monetary helpers include both the number AND the currency name. Don't add "reais", "dollars", etc. manually, as it will be duplicated.

Currency Format (Symbol)

Formats numeric value with currency symbol. Use the country helper:

{{formatCurrencyBRL custom.valor}} // R$ 1,350.50
{{formatCurrencyUSD custom.valor}} // $1,350.50
{{formatCurrencyEUR custom.valor}} // 1,350.50 €
{{formatCurrencyARS custom.valor}} // $ 1,350.50

formatCurrency (no suffix) returns only the formatted number (1,350.50), without symbol.

Dates

Full format (PT, EN, ES)

{{formatDatePT date.current_date}} // 24 de fevereiro de 2026
{{formatDateEN date.current_date}} // February 24, 2026
{{formatDateES date.current_date}} // 24 de febrero de 2026

Short format

{{formatDateShortPT date.current_date}} // 24/02/2026
{{formatDateShortEN date.current_date}} // 02/24/2026
{{formatDateShortES date.current_date}} // 24/02/2026

Day, month and year (separate, accepts GMT)

{{formatDay date.current_date}} // 24
{{formatMonthPT date.current_date}} // fevereiro
{{formatMonthEN date.current_date}} // February
{{formatMonthES date.current_date}} // febrero
{{formatYear date.current_date}} // 2026

Date and time (accepts GMT, use "now" for current)

{{formatDateTimePT date.current_date}} // 24/02/2026 às 14:30
{{formatDateTimePT "now" -3}} // Current date/time in GMT-3
{{formatDateTimeEN custom.date_time}} // Feb 24, 2026 at 14:30
{{formatDateTimeES custom.date_time -4}} // With GMT-4 offset

Time only (accepts GMT)

{{formatTime custom.time}} // 14:30
{{formatTimeWithSeconds custom.time}} // 14:30:00
{{formatTime "now" -3}} // Current time in GMT-3

Using with custom fields

Due Date: {{formatDateEN custom.due_date}}

Current date and time

Use "today" for current date and "now" for current date/time:

{{formatDateEN "today"}}
{{formatDateTimeEN "now" -3}}

Combining Helpers

You can combine multiple helpers using parentheses:

Uppercase + In Words

{{uppercase (formatInWordsUSD custom.value)}}

Result: "ONE THOUSAND THREE HUNDRED FIFTY DOLLARS AND FIFTY CENTS"

Date in Uppercase

{{uppercase (formatDateEN date.current_date)}}

Result: "FEBRUARY 24, 2026"

Title Case + Currency

{{titleCase (formatInWordsUSD custom.value)}}

Result: "One Thousand Three Hundred Fifty Dollars And Fifty Cents"

Math Operation + Formatting

{{formatCurrencyUSD (divide custom.totalValue 4)}}

Result: total value ÷ 4 formatted in $ (e.g. $250.00)

Practical Examples

Service Agreement

<h1>SERVICE AGREEMENT</h1>

<p><strong>CLIENT:</strong> {{uppercase customer.name}}</p>
<p><strong>SSN:</strong> {{customer.document}}</p>
<p><strong>Address:</strong> {{customer.address.street}}, {{customer.address.number}} - {{customer.address.city}}/{{customer.address.state}}</p>

<h2>CONTRACT VALUE</h2>
<p>The total value of this contract is <strong>{{formatCurrencyUSD custom.value}}</strong> ({{formatInWordsUSD custom.value}}).</p>

<p>Signed on {{formatDateEN "today"}}.</p>

Multilingual Registration Form

<h2>Customer Information</h2>
<p><strong>Name:</strong> {{titleCase customer.name}}</p>
<p><strong>Email:</strong> {{lowercase customer.email}}</p>
<p><strong>Registration Date:</strong> {{formatDateEN date.current_date}}</p>

Financial Report

<h2>Financial Report</h2>

<table>
  <tr>
    <td>Principal Amount:</td>
    <td>{{formatInWordsUSD custom.principal_amount}}</td>
  </tr>
  <tr>
    <td>Installment Value (÷ {{custom.num_installments}}):</td>
    <td>{{formatCurrencyUSD (divide custom.principal_amount custom.num_installments)}}</td>
  </tr>
  <tr>
    <td>Issue Date:</td>
    <td>{{formatDateShortEN "today"}}</td>
  </tr>
</table>

Advanced Tips

1. Consistent Formatting

Always use the same helper for similar data types:

{{titleCase customer.name}} // Consistent
{{uppercase customer.name}} // Different from standard

2. Visual Context

Add context around variables:

SSN: {{customer.document}} // With context
{{customer.document}} // Without context

3. Default Values

For optional variables, consider using conditionals (see Conditionals):

{{#if custom.notes}}
  <p><strong>Notes:</strong> {{custom.notes}}</p>
{{/if}}

Next Step

Learn to use Conditionals to create even smarter and more dynamic documents!