Quote Template Variables

Common Quote Variables

Code to paste to template

Information to be displayed in the saved document

\QUOTE_NAME\

Quote name.

\QUOTE_CODE\

\CODE\

Quote code.

\REQUEST\

Request for quote.

\ANSWER\

Answer to request for quote.

\DATE_SENT\

\SENT\

Date the quote was sent, in the following format:

10/4/2006

\DATE_SENT_LONG\

\LONGSENT\

Date sent, in the following format:

Monday, October 04, 2006

\START\

\ESTSTART\

Date the quote was assigned, in the following format:

10/4/2006

\START_LONG\\LONGESTSTART\

Date the quote was assigned, in the following format:

Monday, October 04, 2006

\COMPLETION\

\ESTCOMPLETION\

Deadline date, in the following format:

10/4/2006

\LONG_COMPLETION\

\LONGESTCOMPLETION\

Deadline date, in the following format:

Monday, October 04, 2006

\STATUS\

Status of quote (unknown, accepted, rejected, corrected, received)

 

Quote totals

Code to paste to template

Information to be displayed in the saved document

\TOTAL\

Quote total in client's currency

\TOTAL_BASE\

Quote total in base currency

\JOBS_TOTAL\

Jobs total in client's currency

\JOBS_TOTAL_BASE\

Jobs total in base currency

\NET_JOBS_TOTAL\

Jobs total with discounts in client's currency

\NET_JOBS_TOTAL_BASE\

Jobs total with discounts in base currency

\VOLUME_BASE\

Jobs total volume in base units

 

Taxes

Code to paste to template

Information to be displayed in the saved document

\TAX1\

Indicates if tax 1 has been added; used in algorithms (If tax 1 exists = True, if it doesn’t = False)

\TAX1_NAME\

Tax 1 name

\TAX1_PERCENTS\

Tax 1 value in percents

\TAX1_VALUE\

Tax 1 value in client's currency

\TAX1_VALUE_BASE\

Tax 1 value in base currency

\TAX2\

Used in algorithms (If tax 2 exists = True, if it doesn’t = False)

\TAX2_NAME\

Tax 2 name

\TAX2_PERCENTS\

Tax 2 value in percents

\TAX2_VALUE\

Tax 2 value in client's currency

\TAX2_VALUE_BASE\

Tax 2 value in base currency

\TAXES\

Indicates whether the taxes in Tax fields are set; used in algorithms (If any tax is set = True, if it they are not = False)

\AFTER_TAX1\

Total in client's currency after Tax 1 is applied

\AFTER_TAX1_BASE\

Total in base currency after Tax 1 is applied

 

Discounts

Code to paste to template

Information to be displayed in the saved document

\DISCOUNT1\

Indicates if discount/markup 1 is set; used in algorithms (If discount 1 exists = True, if it does not = False)

\DISCOUNT1_NAME\

Discount 1 name

\DISCOUNT1_PERCENTS\

Discount 1 value in percents

\DISCOUNT1_VALUE\

Discount 1 value in client's currency

\DISCOUNT1_VALUE_BASE\

Discount 1 value in base currency

\DISCOUNT2\

Indicates if discount/markup 2 is set; used in algorithms (If discount 2 exists = True, if it does not = False)

\DISCOUNT2_NAME\

Discount 2 name

\DISCOUNT2_PERCENTS\

Discount 2 value in percents

\DISCOUNT2_VALUE\

Discount 2 value in client's currency

\DISCOUNT2_VALUE_BASE\

Discount 2 value in base currency

\DISCOUNTS\

Indicates if discounts/markups are set; used in algorithms (If any discount is set = True, if there are no = False)

\AFTER_DISCOUNT1\

Total in client's currency after Discount 1 is applied

\AFTER_DISCOUNT1_BASE\

Total in base currency after Discount 1 is applied

 

Draft Client Job variables for Quotes to Clients

The following variables refer to draft client jobs added to the client quote. These variables do not apply to freelancer quotes.

Code to paste to template

Information to be displayed in the saved document

\DTMULTIQUOTEITEMS:QI_NAME\

Name of draft client job.

\DTMULTIQUOTEITEMS:GROUP_NAME\

Group of services of draft client job.

\DTMULTIQUOTEITEMS:SERV_NAME\

Service name of draft client job.

\DTMULTIQUOTEITEMS:UNIT_NAME\

Units in which draft client job volume is specified.

\DTMULTIQUOTEITEMS:QI_PRICE\

Price of draft client job.

\DTMULTIQUOTEITEMS:QI_VOLUME\

Volume of draft client job.

\DTMULTIQUOTEITEMS:QI_FEE_KIND\

Type of price set for draft client job (can be per unit, flat fee, or free).

\DTMULTIQUOTEITEMS:QI_TOTAL\

Draft client job total.

\DTMULTIQUOTEITEMS:QI_COUNTNOTES\

CATCount/AnyCount notes of draft client job (if job volume had been entered via CATCount/Anycount).

 

 

See also:

Logic and Syntax of Templates

Advanced commands and functions