At the heart of Sodium is a comprehensive templating and content management system. This gives you complete control over the words your clients see - in engagement letters, proposals, emails, and web content.
No more locked-in templates or clunky mail merge. Write once, reuse everywhere.
Content blocks are reusable pieces of text that can be inserted into documents throughout Sodium. Create them once, then use them in:
When you update a content block, it updates everywhere it's used. Consistent messaging across all your client communications without the copy-paste headache.
Sodium's content editor meets you where you are. For most users, the WYSIWYG (What You See Is What You Get) editor is all you need:
Everything works like a familiar word processor. No technical knowledge required.
For power users who want pixel-perfect control, switch to raw HTML mode. This gives you direct access to the underlying markup so you can:
Switch between WYSIWYG and HTML mode at any time - use whichever approach suits the task at hand.
Content blocks support dynamic variables that are replaced with real values when documents are generated. Include things like:
Variables use a simple syntax that's easy to understand. When a proposal is generated, variables are automatically populated with the correct values.
Example: "Dear {{client.primaryContact.firstName}}" becomes "Dear Sarah" when the proposal is generated.
Content blocks work hand-in-hand with design themes. Themes control the visual appearance of your documents:
Create multiple themes for different purposes - perhaps a formal theme for engagement letters and a more modern theme for proposals. Apply themes at the document level without changing your content.
Document templates combine content blocks and design themes into complete documents.
Templates support:
When you generate a proposal or engagement letter, the template pulls together all the pieces and renders a polished PDF.
The same content management system powers your email communications. Create templates for:
Every email your practice sends can be customised to match your tone and branding, while still benefiting from dynamic variables that personalise each message.
Don't want to start from scratch? Sodium includes a library of pre-written content blocks covering common needs:
Use them as-is or as a starting point for your own customised versions. AI can also help draft new content based on your existing materials.
Edited a block from the library and messed it up? No problem - one click can restore it to the original.
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