Dynamic tags are short placeholders you insert into text fields or templates, such as [client_name] or [practice_name]. When a proposal or letter is generated, Socket replaces each tag with the real data from your practice settings or from the specific proposal, so the final document reads correctly for each client.
Benefits of using dynamic tags
Save time, by avoiding manual copy and paste.
Keep documents consistent and error free.
Personalise at scale, so every client sees their own name, dates, fees, or your uploaded signature.
Maintain a single template that adapts automatically for each proposal or letter.
Types of dynamic tag
There are different types of dynamic tags which will populate based on different things:
Practice settings — tags like [practice_name] and [practice_principal] pull values you set in your account settings.
Proposal fields — tags such as [contact_first_name] or [start_date] populate as you complete the proposal. These only render once the relevant fields are filled.
Uploaded assets — tags like [client_owner_signature] will insert your uploaded signature image where placed.
How to use dynamic tags (step by step)
Open the editor where you want to insert a tag, for example a proposal intro, engagement letter template, or terms & conditions.
Place the cursor where the personalised information should appear.
Click the 'Insert tag' menu to display the options available.
Select the tag you want, for example [practice_name] or [client_owner_signature] The tag will appear in the editor.
Save the template or document. When you send or generate it for a specific client, Socket will replace the tags with the correct values.
Quick before / after examples
Template text:
Hi [contact_first_name],
Following the changes, the regular monthly fee in our invoices will change starting from [start_date] onwards.
Will display as:
Hi Richard,
Following the changes, the regular monthly fee in our invoices will change starting from May 2025 onwards.
Best practices
Double check and preview before sending, especially for new templates.
Use practice-level tags for firm details you don’t want to update in every template.
Keep tag placement simple, a tag inside a sentence is fine, avoid splitting tags across lines.
Don’t overload templates with too many tags, use only the ones that add real value.
Preview your client proposal to ensure proposal-level tags populate as expected.
Troubleshooting
If a tag appears unchanged in the preview, check that the corresponding field is filled for the proposal, or that the practice setting is populated.
If an image tag like [client_owner_signature] doesn’t render, confirm the 'Client Owner' has a signature uploaded in Settings.
Still seeing problems? Take a screenshot of the template and the preview, then contact support.