Feature update: Custom Identifiers in API

💥 New Feature Update 💥
Custom Identifiers in ROGER API

We’ve got something new to share that’s going to make your contract workflows a whole lot smoother. Meet Custom Identifiers - the latest feature in the ROGER API.

This update lets you assign unique tags (like Customer IDs or Opportunity IDs) to your contracts using template variables. These identifiers aren’t just for show - they can automatically populate other parts of the contract and make life way easier when syncing into other systems like your CRM. Let’s dive into why this is a game-changer for your business.

What Are Custom Identifiers?

Imagine every contract you send out having its own unique tag. It could be a customer’s ID, an opportunity ID, an invoice number - whatever helps you keep things organized. With our new feature, you can programmatically add these identifiers to your contracts through the API.

Here’s the best part: you can name the custom variables anything you want. Want to add {{CustomerID}} or {{OpportunityID}} to your contract template? Go ahead. When you use the ROGER API to create the contract, you’ll populate these variables automatically - either through your CRM or other data sources.

These identifiers can then:

• Auto-fill contract details.

• Keep your CRM updated without manual work.

• Help you easily track and retrieve contracts based on their unique tags.

Basically, it’s one of those “set it and forget it” features that saves you time while keeping everything neat and tidy.

How Do Custom Identifiers Work?

It’s simple (we promise). Here’s how you can make it happen:

1. Create Custom Variables in Your Templates
   First, you can create custom variables in your contract templates, like {{CustomerID}} or {{OpportunityID}}. You can name these whatever fits your needs.

2. Populate Them with Data
   Whether you’re creating the contract manually through the UI or using the API programmatically, you can populate those variables however you want. If you're using the API, you could program it to pull data from your CRM to populate the identifiers.

3. Connect the Dots
   Once your identifiers are in place, you can link them to other contract fields. Want the customer’s ID to show up in the header or footer? Done.

4. Search and Retrieve Contracts
   You can associate those identifiers with your contracts so you can more easily find them in ROGER later.

5. Webhook Handlers and Automation
   Once a contract is signed, the custom identifier values are sent to webhook handlers. This lets you automatically trigger actions like marking the appropriate opportunity as "won" in your CRM.

Why You’ll Love Custom Identifiers

1. Instant CRM Syncing
   No more manual updates. Custom identifiers connect your contracts to your CRM so everything stays in sync - customer IDs, project numbers, you name it.

2. Less Room for Error
   Manual data entry is the worst, right? These variables pull info directly from your systems, so everything is accurate and consistent.

3. Automate All the Things
   Set it up once, and let it run. Custom identifiers make it easy to populate fields, organize contracts, and save time.

4. Webhook Integration for Seamless Automation
   With webhook handlers, you can trigger actions like updating CRM records or other actions as soon as a contract is signed. More automation = less work.

5. Built to Scale
   Whether you’re managing 10 contracts or 10,000, this feature grows with you. Your workflows stay smooth, no matter how big your business gets.

Ready to Get Started?

If this sounds like something your business needs (spoiler: it is), you can start using custom identifiers today. Check out our API documentation for all the details, or shoot us an email at team@thanksroger.com if you’ve got questions.

We can’t wait to see how you put this feature to work! 🎉

🙏 Thank You 🙏
Ian Boyd

For the ideas! We are so grateful for your ideas and feedback.

As always, please share your feedback, comments, or questions with us by emailing us at team@thanksroger.com.