For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/features/create/proposals/word-document.md.
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      • How do I create a Word proposal with variables?

      Create a template in the Document format, write (or import) the text in the platform's Word editor and place variables such as {lead.name} where the client's details go. When you consolidate the proposal for an opportunity, each variable becomes the real value and the client gets a link to the finished document.

      Before you start: you need access to the CRM. Proposals live under Contacts & Commercial → Other → Proposals. For the difference between a template and a proposal, see Proposals.

      1. Create the template in the Document format

      1. In Proposals, open the Templates tab and click Create from scratch.
      2. In "Choose the format", select Document and click Continue.
      3. Choose how to start:
        • Blank: an empty A4 page.
        • Import Word: upload a .docx file up to 20 MB. The file name becomes the template name.
        • Commercial proposal or Service agreement: ready-made templates, already with variables, for you to adjust.
      4. Click Create proposal. The editor opens with the document.

      2. Write the document and insert the variables

      The editor works like Word: text formatting, lists, tables, images, header and footer.

      1. Place the cursor where the client's detail should appear.
      2. In the Variables panel on the right, click the variable. It goes into the text between braces, such as {opportunity.value}, and takes the formatting of the text around it.
      3. Check the In this document section at the top of the panel: it lists the variables the document already uses. A variable marked Not recognized: comes out blank in the proposal was mistyped or comes from a field that no longer exists — fix it before saving.

      Variables are grouped by source: Contact (name, email, phone, tax ID, address, city, state, profession), Opportunity (title, value in BRL, origin), Contact's company (legal name, trade name, tax ID and address of the company linked to the opportunity), Your brand (your company name), Date (today's date and the date in full, on the day the proposal is consolidated) and the contact's and opportunity's Custom fields. You can also type a variable by hand, with one brace on each side and no spaces inside them: { lead.name } is marked Not recognized. Variables in the header and footer also show up under In this document and are filled in the proposal.

      3. Save and keep track of versions

      1. Click Save (or press Ctrl+S / Cmd+S). While something is left to save, the top bar shows Unsaved changes.

      2. Every save becomes a version. In History you see who saved and when, and you can:

        • View an older version, read-only;
        • Download that version's .docx;
        • Restore: the chosen version becomes the current one, and the others stay in the history.

        Older versions show up under Load more versions, at the end of the list.

      3. To replace the content with another file, use Import .docx and then Save.

      Preview opens the last saved version in a new tab, the way the client will see it. Download downloads the document as it is on screen. Leaving the editor with unsaved changes asks for confirmation.

      If the document is saved somewhere else while you edit (in another tab or by Max), the editor does not swap the content on its own. It shows A newer version was saved elsewhere (another tab or Max). Your changes are still here. Click Load the newer version to open it, dropping what was not saved, or Save to store your changes as a new version.

      Proposals already consolidated do not change when you edit or restore the template.

      4. Consolidate the proposal for the client

      1. Open the opportunity and go to the Proposals tab (or use Consolidate proposal in the card menu on the pipeline).
      2. Click Consolidate proposal, pick the template and click Consolidate.
      3. Copy the link with Copy or download the filled-in file with Download Word.

      The client opens the link and sees the document in the browser, with Download Word and Print or save as PDF buttons. A template only shows up for consolidation after it has been saved at least once.

      If it didn't work

      • Choose a Word file (.docx) up to 20 MB.: the file is not a .docx (an old .doc or a PDF, for example) or is larger than 20 MB. In Word, use Save as → Word Document (.docx).
      • The file could not be imported. Check that it is a valid .docx.: the file has the .docx extension but is corrupted or is not really a Word document.
      • A variable came out blank in the proposal: either the contact/opportunity does not have that detail filled in, or the variable is marked Not recognized in the Variables panel.
      • The company details came out blank: the opportunity (or the contact) has no linked company.
      • The template does not appear under Consolidate proposal: it has not been saved yet. Open the template and click Save.
      • The document has a variable that was never closed: a { without its matching }. Open the template, fix it and save again.: shown when consolidating. Look in the text, header and footer for an opening brace without its closing one (for example, {lead.name with no }), fix it and save the template.
      • The document could not be opened.: the version did not load (for example, the connection dropped). Click Try again. If you are viewing an older version, Back to current also leaves the error.
      • The browser blocked the new tab. Allow pop-ups to preview.: allow pop-ups for the platform in your browser settings and click Preview again.
      • The editor ran into an error. Download the document so you do not lose your changes.: click Download to keep what is on screen, reload the page and bring the file back with Import .docx.