Feature Request: Dynamic {{Variables}} Across Pipeline Stages
It would be a game-changer if Agency Handy supported dynamic {{variables}} that flow through each stage of the client lifecycle — from Lead capture all the way to Contract/Service delivery and beyond.
Here's what I mean:
Lead Stage
{{lead_name}}, {{lead_email}}, {{lead_source}}, {{service_interest}}, {{lead_notes}}
→ Captured via intake form or manual entry
Proposal Stage
{{proposal_title}}, {{scope_of_work}}, {{pricing_tier}}, {{delivery_timeline}}, {{custom_terms}}
→ Auto-populated from lead data + proposal-specific fields
Buy Service / Contract Stage
{{contract_value}}, {{payment_schedule}}, {{start_date}}, {{deliverables}}, {{signed_date}}
→ Pulled from accepted proposal, no re-entry needed
Ongoing / Retainer Stage
{{billing_cycle}}, {{next_renewal}}, {{tasks_completed}}, {{monthly_value}}
→ Inherited from contract, updated automatically
Why this matters:
• Eliminates repetitive data entry across stages — enter once, use everywhere
• Keeps proposals, invoices, emails, and tasks consistent with zero copy-paste errors
• Enables email/notification templates that auto-fill: "Hi {{lead_name}}, your {{proposal_title}} is ready for review"
• Makes reporting accurate — track {{contract_value}} from lead source to close
• Supports automation triggers: when {{signed_date}} is set → generate invoice, create onboarding tasks
Real-world example: I run a virtual tour agency with 180+ clients. When a lead comes in for a tour package, I shouldn't have to re-type their details into the proposal, then again into the order, then again into the invoice. Variables flowing through the pipeline would save hours per week and reduce errors across every client interaction.