Filename Formats

The filename format determines how the PDF filename for exported invoices and proposals appears.

The default filename format is: {date}-{documentId}-{clientName|lower|dashed}

#Placeholders

The following placeholders are available for use in filename formats:

Placeholder	Description	Example
{yyyy}	Year (4 digits)	2025
{yy}	Year (2 digits)	25
{mm}	Month (2 digits)	07
{dd}	Day (2 digits)	20
{date}	Full date (YYYY-MM-DD)	2025-07-20
{clientId}	Client ID	1234567890
{clientName}	Client name	Tasty Muffin Company
{clientLastName}	Client last name (for individuals)	Smith
{documentId}	Invoice or proposal ID	001
{documentTitle}	Document title (proposals only)	Website Redesign Proposal

#Functions

You can apply functions to variables to transform their output. Functions are applied using the pipe (|) syntax:

Function	Description	Input	Output
lower	Convert to lowercase	Tasty Muffin Company	tasty muffin company
upper	Convert to uppercase	Tasty Muffin Company	TASTY MUFFIN COMPANY
underscored	Replace spaces with underscores	Tasty Muffin Company	Tasty_Muffin_Company
dashed	Replace spaces with dashes	Tasty Muffin Company	Tasty-Muffin-Company

#Examples

Here are some common filename format examples:

Format	Output
{date}-{documentId}-{clientName|lower|dashed}	2025-07-20-001-tasty-muffin-company.pdf
{documentId}-{clientName|underscored}	001-Tasty_Muffin_Company.pdf
{yyyy}-{mm}-{documentId}	2025-07-001.pdf
{clientName|upper}-{documentId}-{date}	TASTY MUFFIN COMPANY-001-2025-07-20.pdf
{documentId}-{documentTitle|lower|dashed}	001-website-redesign-proposal.pdf

#Notes

• The date variables ({yyyy}, {yy}, {mm}, {dd}, {date}) are based on the invoice date or proposal date
• For clients that are organizations, {clientLastName} will be the same as {clientName}
• {documentTitle} is only available for proposals and will be empty for invoices
• Multiple functions can be chained together: {clientName|lower|dashed}
• Generated filenames are automatically sanitized to be valid for your operating system