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Edgewise Docs

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Auto-Populated DocuSign Fields

Listed below are all auto-populated fields supported. These are grouped by context. For example, edgewise.reservation.* fields are only available when generating reservation agreements. edgewise.offer.* fields are only available when generating purchase agreements.

Reservation

  • edgewise.reservation.price
  • edgewise.reservation.occupancy_type
  • edgewise.reservation.expires_at
  • edgewise.reservation.total_contract_price *
Project
  • edgewise.reservation.project.title
Unit
  • edgewise.reservation.unit.title
  • edgewise.reservation.unit.address (full address, on one line)
Buyer
  • edgewise.reservation.buyer.name
  • edgewise.reservation.buyer.legal_name
  • edgewise.reservation.buyer.email
  • edgewise.reservation.buyer.phone
  • edgewise.reservation.buyer.address (full address, on one line)
  • edgewise.reservation.buyer.address.thoroughfare (street)
  • edgewise.reservation.buyer.address.locality (city)
  • edgewise.reservation.buyer.address.administrative_area (state)
  • edgewise.reservation.buyer.address.postal_code (ZIP)
  • edgewise.reservation.buyer.address.country_code (2 digit country code)
Buyer's Agent
  • edgewise.reservation.buyer.agent.name
  • edgewise.reservation.buyer.agent.company
  • edgewise.reservation.buyer.agent.email
  • edgewise.reservation.buyer.agent.phone
Add-Ons

Up to 10 add-ons are supported. Replace {n} with the number. For example: edgewise.reservation.add_on_2.description will return the description of the second add-on.

  • edgewise.reservation.add_on_{n}.description
  • edgewise.reservation.add_on_{n}.amount_due **

* computed from purchase price + add-ons ** percent add-ons are computed from reserved price * percent.

Offer

  • edgewise.offer.price
  • edgewise.offer.total_contract_price *
  • edgewise.offer.balance_due **
  • edgewise.offer.occupancy_type
  • edgewise.offer.comments
Buyer
  • edgewise.offer.buyer.legal_name
  • edgewise.offer.buyer.email
  • edgewise.offer.buyer.phone
  • edgewise.offer.buyer.address (full address, on one line)
  • edgewise.offer.buyer.address.thoroughfare (street)
  • edgewise.offer.buyer.address.locality (city)
  • edgewise.offer.buyer.address.administrative_area (state)
  • edgewise.offer.buyer.address.postal_code (ZIP)
  • edgewise.offer.buyer.address.country_code (2 digit country code)
Buyer's Agent
  • edgewise.offer.buyer.agent.name
  • edgewise.offer.buyer.agent.email
  • edgewise.offer.buyer.agent.phone
  • edgewise.offer.buyer.agent.company
  • edgewise.offer.buyer.agent.address (full address, on one line)
Project
  • edgewise.offer.project.title
Unit
  • edgewise.offer.unit.title
  • edgewise.offer.unit.address (full address, on one line)
  • edgewise.offer.unit.address.thoroughfare (street)
  • edgewise.offer.unit.address.locality (city)
  • edgewise.offer.unit.address.administrative_area (state)
  • edgewise.offer.unit.address.postal_code (ZIP)
Co-Buyers

Up to 5 co-buyers are supported. Replace {n} with the number. For example: edgewise.offer.co_buyer_2.legal_name will return the legal name of the second co-buyer.

  • edgewise.offer.co_buyer_{n}.legal_name
  • edgewise.offer.co_buyer_{n}.email
  • edgewise.offer.co_buyer_{n}.phone
Line Items

Up to 3 line-items are supported. Replace {n} with the number. For example: edgewise.offer.line_item_2.description will return the description of the second line-item.

  • edgewise.offer.line_item_{n}.description
  • edgewise.offer.line_item_{n}.amount
Deposits

Up to 3 deposits are supported. Replace {n} with the number. For example: edgewise.offer.deposit_2.description will return the description of the second deposit.

  • edgewise.offer.deposit_{n}.title
  • edgewise.offer.deposit_{n}.amount_due *
  • edgewise.offer.deposit_{n}.due_date
Closing Fees

Up to 3 closing fees are supported. Replace {n} with the number. For example: edgewise.offer.closing_fee_2.description will return the description of the second closing fee.

  • edgewise.offer.closing_fee_{n}.title
  • edgewise.offer.closing_fee_{n}.amount_due *

* computed from purchase price + line items ** computed from purchase price + line items - deposits

Custom Fields

All lead custom fields are accessible via their canonical name. For example: edgewise.offer.buyer.custom_fields.favorite_color will return the saved favorite color value on the custom field with a canonical name of favorite_color.

  • edgewise.offer.buyer.custom_fields.{canonical_name}