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Template Variables - Quote
Posted by on 27 July 2012 12:09 PM
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Common Quote Variables
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Code to paste to template
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Information displayed in the saved document
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\QUOTE_NAME\
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Possible quote name.
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\QUOTE_CODE\
\CODE\
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Quote code.
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\REQUEST\
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Request for quote.
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\ANSWER\
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Answer to request for quote.
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\DATE_SENT\
\SENT\
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Date sent in following format:
10/4/2006
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\DATE_SENT_LONG\
\LONGSENT\
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Date sent in following format:
Monday, October 04, 2006
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\START\
\ESTSTART\
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Date assigned in following format:
10/4/2006
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\START_LONG\\LONGESTSTART\
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Date assigned in following format:
Monday, October 04, 2006
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\COMPLETION\
\ESTCOMPLETION\
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Deadline date in following format:
10/4/2006
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\LONG_COMPLETION\
\LONGESTCOMPLETION\
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Deadline date in following format:
Monday, October 04, 2006
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\STATUS\
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Status of quote (unknown, accepted, rejected)
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Totals
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Code to paste to template
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Information displayed in the saved document
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\TOTAL\
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Invoice total in client's currency
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\TOTAL_BASE\
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Invoice total in base currency
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\JOBS_TOTAL\
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Jobs total in client's currency
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\JOBS_TOTAL_BASE\
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Jobs total in base currency
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\NET_JOBS_TOTAL\
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Jobs total with discounts in client's currency
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\NET_JOBS_TOTAL_BASE\
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Jobs total with discounts in base currency
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\VOLUME_BASE\
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Jobs total volume in base units
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Taxes
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Code to paste to template
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Information displayed in the saved document
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\TAX1\
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Indicates if the tax 1 has been added; used in algorithms (If tax 1 exists = True, if it doesn’t = False)
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\TAX1_NAME\
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Tax 1 name
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\TAX1_PERCENTS\
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Tax 1 value in percents
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\TAX1_VALUE\
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Tax 1 value in client's currency
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\TAX1_VALUE_BASE\
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Tax 1 value in base currency
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\TAX2\
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Used in algorithms (If tax 2 exists = True, if it doesn’t = False)
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\TAX2_NAME\
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Tax 2 name
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\TAX2_PERCENTS\
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Tax 2 value in percents
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\TAX2_VALUE\
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Tax 2 value in client's currency
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\TAX2_VALUE_BASE\
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Tax 2 value in base currency
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\TAXES\
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Indicates whether the taxes in Tax fields are set; used in algorithms (If any tax is set = True, if it they are not = False)
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\AFTER_TAX1\
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Total in client's currency after Tax 1 applied
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\AFTER_TAX1_BASE\
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Total in base currency after Tax 1 applied
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Discounts
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Code to paste to template
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Information displayed in the saved document
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\DISCOUNT1\
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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)
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\DISCOUNT1_NAME\
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Discount 1 name
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\DISCOUNT1_PERCENTS\
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Discount 1 value in percents
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\DISCOUNT1_VALUE\
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Discount 1 value in client's currency
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\DISCOUNT1_VALUE_BASE\
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Discount 1 value in base currency
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\DISCOUNT2\
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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)
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\DISCOUNT2_NAME\
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Discount 2 name
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\DISCOUNT2_PERCENTS\
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Discount 1 value in percents
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\DISCOUNT2_VALUE\
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Discount 2 value in client's currency
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\DISCOUNT2_VALUE_BASE\
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Discount 2 value in base currency
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\DISCOUNTS\
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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)
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\AFTER_DISCOUNT1\
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Total in client's currency after Discount 1 applied
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\AFTER_DISCOUNT1_BASE\
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Total in base currency after Discount 1 applied
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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.
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Code to paste to template
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Information displayed in the saved document
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\DTMULTIQUOTEITEMS:QI_NAME\
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Name of draft client job.
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\DTMULTIQUOTEITEMS:GROUP_NAME\
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Group of services of draft client job.
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\DTMULTIQUOTEITEMS:SERV_NAME\
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Service name of draft client job.
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\DTMULTIQUOTEITEMS:UNIT_NAME\
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Units in which draft client job volume is specified.
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\DTMULTIQUOTEITEMS:QI_PRICE\
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Price of draft client job.
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\DTMULTIQUOTEITEMS:QI_VOLUME\
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Volume of draft client job.
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\DTMULTIQUOTEITEMS:QI_FEE_KIND\
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Type of price set for client job (can be per unit, flat fee, or free).
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\DTMULTIQUOTEITEMS:QI_TOTAL\
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Draft client job total.
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\DTMULTIQUOTEITEMS:QI_COUNTNOTES\
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CATCount notes of draft client job (if job volume had been entered with the help of CATCount).
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