Knowledgebase
Template Variables - Quote
Posted by on 27 July 2012 12:09 PM

Common Quote Variables

Code to paste to template

Information to be displayed in the saved document

\QUOTE_NAME\

Possible quote name.

\QUOTE_CODE\

\CODE\

Quote code.

\REQUEST\

Request for quote.

\ANSWER\

Answer to request for quote.

\DATE_SENT\

\SENT\

Date sent in following format:

10/4/2006

\DATE_SENT_LONG\

\LONGSENT\

Date sent in following format:

Monday, October 04, 2006

\START\

\ESTSTART\

Date assigned in following format:

10/4/2006

\START_LONG\\LONGESTSTART\

Date assigned in following format:

Monday, October 04, 2006

\COMPLETION\

\ESTCOMPLETION\

Deadline date in following format:

10/4/2006

\LONG_COMPLETION\

\LONGESTCOMPLETION\

Deadline date in following format:

Monday, October 04, 2006

\STATUS\

Status of quote (unknown, accepted, rejected)

 

Totals

Code to paste to template

Information to be displayed in the saved document

\TOTAL\

Invoice total in client's currency

\TOTAL_BASE\

Invoice 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 the 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 applied

\AFTER_TAX1_BASE\

Total in base currency after Tax 1 applied

 

Discounts

Code to paste to template

Information to be displayed in the saved document

\DISCOUNT1\

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

\DISCOUNT2_NAME\

Discount 2 name

\DISCOUNT2_PERCENTS\

Discount 1 value in percents

\DISCOUNT2_VALUE\

Discount 2 value in client's currency

\DISCOUNT2_VALUE_BASE\

Discount 2 value in base currency

\DISCOUNTS\

Indicates if the discounts/markups in the Discount/Markup fields 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 applied

\AFTER_DISCOUNT1_BASE\

Total in base currency after Discount 1 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 client job (can be per unit, flat fee, or free).

\DTMULTIQUOTEITEMS:QI_TOTAL\

Draft client job total.

\DTMULTIQUOTEITEMS:QI_COUNTNOTES\

CATCount notes of draft client job (if job volume had been entered with the help of CATCount).

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