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Quotation Template Tags


What they are

These are text 'tags' you put in your template that the system replaces with data when it creates your document. Insert these tags into your template Word or PDF document.

How they work

All the tags except those marked as 'Quotation Items' and 'Quotation Sections' will generally appear just once in your document. You can have them multiple times if you wish, but they will repeat the same data (i.e. a client's name).

'Quotation Items' and 'Quotation Sections' need to be inside a Word table in order expand correctly with the different line items in your quotation. To understand more on how the system manages these templates see here.

Samples

You can view and edit samples from here.

Tags List


Quotation Information

Tag Description
{BusinessName} Your business name.
{BusinessLogo} Replaces tag with the image of your business.
{BusinessAddress1} Address line 1 from your business address.
{BusinessAddress2} Address line 2 from your business address.
{BusinessAddress3} Address line 3 from your business address.
{BusinessTown} Town from your business address.
{BusinessCounty} County from your business address.
{BusinessPostcode} Postcode from your business address.
{BusinessCountry} Country from your business address.
{BusinessTelephone} Telephone number from your business contact information.
{BusinessMobile} Mobile number from your business contact information.
{BusinessEmail} Email from your business contact information.
{BusinessWebsite} Website URL from your business contact information.
{BusinessFax} Fax number from your business contact information.
{BusinessVAT} VAT number from your business details
{BusinessRegistrationNumber} Registration number from your business details
{ClientContactName} Name from quotation client contact
{ClientContactPosition} Position of the client contact
{ClientContactTitle} Title of the quotation client contact
{ClientContactFirstName} First name of the quotation client contact
{ClientContactLastName} Last name of the quotation client contact
{ClientContactTelephone} Telephone number from quotation client contact.
{ClientContactMobile} Mobile number from quotation client contact.
{ClientContactEmail} Email from quotation client contact.
{InvoiceName} Name from quotation invoice address
{InvoiceAddress1} Address line 1 from quotation invoice address.
{InvoiceAddressReference} Address reference.
{InvoiceAddress2} Address line 2 from quotation invoice address
{InvoiceAddress3} Address line 3 from quotation invoice address
{InvoiceTown} Town from quotation invoice address
{InvoiceCounty} County from quotation invoice address
{InvoicePostcode} Postcode from quotation invoice address
{InvoiceCountry} Country from quotation invoice address
{InvoiceTelephone} Telephone number from quotation invoice address.
{InvoiceMobile} Mobile number from quotation invoice address.
{InvoiceEmail} Email from quotation invoice address.
{DeliveryName} Name from quotation delivery address
{DeliveryAddressReference} Delivery address reference
{DeliveryAddress1} Address line 1 from quotation delivery address.
{DeliveryAddress2} Address line 2 from quotation delivery address
{DeliveryAddress3} Address line 3 from quotation delivery address
{DeliveryTown} Town from quotation delivery address
{DeliveryCounty} County from quotation delivery address
{DeliveryPostcode} Postcode from quotation delivery address
{DeliveryCountry} Country from quotation delivery address
{DeliveryTelephone} Telephone number from quotation delivery address.
{DeliveryMobile} Mobile number from quotation delivery address.
{DeliveryEmail} Email from quotation delivery address.
{QuotationNumber} The number, including version, assinged to the quotation.
{ClientName} Name of the client quotation is assigned to.
{ClientReference} The client reference entered into the quotation details.
{ClientAccountReference} The account reference of client assigned.
{PoNumber} The purchase order (PO) number entered into the quotation details.
{Description} The description entered into the quotation details.
{ContactName} The name of the user assigned to the quotation.
{ContactTelephone} The telephone number of the user assigned to the quotation.
{ContactEmail} The email address of the user assigned to the quotation.
{Notes} The client notes entered into the quotation details.
{DateCreated} The creation date of the quotation. e.g. 01/01/2018
{DateQuoted} This is the 'Date Quoted:' you can adjust on the quote.
{DateCreatedLong} The creation date of the quotation. e.g. 1 January 2018
{DateDelivery} The delivery date of the quotation. e.g. 01/01/2018
{DateDeliveryLong} The delivery date of the quotation. e.g. 1 January 2018
{MarginPer} The margin percentage of the quotation items.
{DiscountPer} The discount percentage of the quotation items.
{NetMinusLabour} The total value of the non-labour prices.
{Labour} The total labour of the quotation.
{LabourHours} The total number of labour hours of the quotation.
{LabourTime} The total number of labour hours of the quotation in time format. Example: 2.5 hours becomes "2:30"
{LabourTimeLong} The total number of labour hours of the quotation in long time format. Example: 2.5 hours becomes "2 hours 30 mins"
{Net} The net total of the quotation items.
{VAT} The total VAT of the quotation items.
{Margin} The total margin of the quotation items.
{Discount} The total discount of the quotation items.
{Total} The total price of the quotation items.
{ReviewLink} Website link to review page.

Signed Agreement

Tag Description
{AgreementName} The full name the client who sign the agreement.
{AgreementSignature} The image of the client's signature.
{AgreementTitle} The title of the client who sign the agreement.
{AgreementFirstName} The first name of the client who sign the agreement.
{AgreementLastName} The last name of the client who sign the agreement.
{AgreementDateSigned} The date the agreement was signed. e.g. 01/01/2018
{AgreementDateSignedLong} The date the agreement was signed. e.g. 1 January 2018
{AgreementDateTime} The time the agreement was signed.
{AgreementDeviceInformation} The device information where the agreement was signed.
{AgreementIpAddress} The IP address where the agreement was signed.
{AgreementCity} The city location where the agreement was signed.
{AgreementCountry} The country location where the agreement was signed.
{AgreementLatitude} The latitude location where the agreement was signed.
{AgreementLongitude} The longitude location where the agreement was signed.

Quotation Sections

Tag Description
{SectionName} The name of the section.
{SectionImage} Replaces tag with the image added to a section. Use the tags {SectionImage1}, {SectionImage2}, etc for multiple images.
{SectionNotes} The notes of the section.
{SectionMarginPer} The margin percentage of the quotation section.
{SectionMargin} The total margin of the quotation section.
{SectionDiscountPer} The discount percentage of the quotation section.
{SectionDiscount} The total discount of the quotation section.
{SectionNetMinusLabour} The section's non-labour prices total.
{SectionNet} The total net price of the quotation section.
{SectionLabour} The total labour of the quotation section.
{SectionLabourHours} The total number of labour hours of the quotation section.
{SectionLabourTime} The total number of labour hours of the quotation section in time format. Example: 2.5 hours becomes "2:30"
{SectionLabourTimeLong} The total number of labour hours of the quotation section in long time format. Example: 2.5 hours becomes "2 hours 30 mins"
{SectionVAT} The total VAT of the quotation section.
{SectionTotal} The total price of the quotation section.
{SectionIncludedInTotal} The displays the text "Included in Total" depending on whether to Include the Section in the quotation price
{SectionIncludedInTotalYesNo} The displays the text "Yes" or "No" depending on whether to Include the Section in the quotation price

Quotation Items

Tag Description
{ItemImage} Replaces tag with the image of the quotation item. Use the tags {ItemImage1}, {ItemImage2}, etc for multiple images.
{ItemCode} The product code of the quotation item.
{ItemDescription} The description of the quotation item.
{ItemDetailedDescription} The extended or more detailed description text for a product or service.
{ItemCategory} The category text taken from product, on the Products page, that shares the same Product Code.
{ItemVendorCode} The vendor code text taken from product, on the Products page, that shares the same Product Code.
{ItemManufacturer} The manufacturer text taken from product, on the Products page, that shares the same Product Code.
{ItemUnit} The unit text of the quotation item.
{ItemQty} The quantity of the quotation item. Kit Items appear with an 'X' by default.
{ItemQtyDash} The quantity of the quotation item. Kit Items appear with a dash '-' instead of an 'X'.
{ItemQtyNone} The quantity of the quotation item. Kit Items appear with no additional elements.
{ItemVAT} The VAT percentage of the quotation item.
{ItemVATPrice} The VAT price of the quotation item.
{ItemDiscount} The discount percentage of the quotation item.
{ItemListPrice} The list price of the quotation item.
{ItemPrice} The price of the quotation item.
{ItemTotalMinusLabour} The sale price of the quotation item (not including labour).
{ItemLabourName} The labour name of the quotation item.
{ItemLabour} The charge to the customer for the item's labour.
{ItemLabourRate} The labour rate of the quotation item.
{ItemLabourHours} The total number of labour hours of the quotation item.
{ItemLabourTime} The total number of labour hours of the quotation item in time format. Example: 2.5 hours becomes "2:30"
{ItemLabourTimeLong} The total number of labour hours of the quotation item in long time format. Example: 2.5 hours becomes "2 hours 30 mins"
{ItemMargin} The margin percentage of the quotation item.
{ItemMarginPrice} The margin of the quotation item.
{ItemTotal} The net total price of the quotation item.
{ItemGross} The total price (Net + VAT) of the quotation item.