Keywords - Project quotes
Available Project fields:
For use between {{#foreach Quote}} and {{/foreach Quote}} blocks
Example:
{{#foreach Quote}}
...
text and codes that are generic to the project - like project code, description
...
text and other project codes - usually totals
...
{{/foreach Quote}}
TIP: If you insert a TextBox within your document , and want to include template codes you need to either:
- Ensure the "anchor point" for the text box is within/after the {{#foreach Quote}} of the document body
Or (if anchor point is outside the bodiess {{#foreach Quote}} - as shown below)
- Add a separate pair of {{#foreach Quote}} and {{/foreach Quote}} inside the TextBox.
Example:
| Keyword | Notes |
|---|---|
| Organisation | |
| {{Organisation.Name}} | |
| {{Organisation.Address}} | |
| Project | |
| {{Code}} | |
| {{Name}} | |
| {{Description}} | |
| {{SpecialInstructions}} | |
| {{ManagerName}} | |
| {{ManagerLastName}} | |
| {{ProjectGroupName}} | |
| {{PriceTypeName}} | Typically text = "Fixed Price" or "Time and Materials" |
| {{CustomerRef}} | The value from the Customer Reference field |
| {{SupplierNumber}} | |
| Customer | |
| {{Customer.Code}} | |
| {{Customer.Name}} | |
| Customer - Address | |
| {{Customer.Address1}} | |
| {{Customer.Address2}} | |
| {{Customer.Suburb}} | |
| {{Customer.City}} | |
| {{Customer.State}} | |
| {{Customer.PostCode}} | |
| Customer - Contact Default | The default contact for the customer, as per the Customer profile |
| {{Customer.ContactLastName}} | |
| {{Customer.ContactFirstName}} | |
| {{Customer.ContactName}} | |
| {{Customer.ContactEmail}} | |
| {{Customer.ContactPhone}} | |
| {{Customer.ContactMobile}} | |
| {{Customer.ContactFax}} | |
| Customer - Contact - For Project | The optionally selected contact assigned for the project |
| {{Contact.FirstName}} | |
| {{Contact.LastName}} | |
| {{Contact.Name}} | |
| {{Contact.Email}} | |
| {{Contact.Phone}} | |
| {{Contact.Mobile}} | |
| {{Contact.Fax}} | |
| Dates | |
| {{StartDate}} | |
| {{EndDate}} | |
| {{CurrentDate}} | |
| {{CurrentDateLong}} | |
| Values | |
| {{Currency}} | |
| {{FixedPrice}} | |
| {{TaxCode}} | e.g. GST |
| {{TaxName}} | e.g. Goods and Services Tax |
| {{ChargeTotal}} | Total charges (excluding tales tax) |
| {{TotalTax}} | Total sales tax amount |
| {{ChargeTotalInclTax}} | Total charges (including sales tax) |
| {{TimeChargeTotal}} | TimeChargeTotal |
| {{MaterialChargeTotal}} | MaterialChargeTotal |
| {{ExpenseChargeTotal}} | ExpenseChargeTotal |
| {{MilestoneChargeTotal}} | MilestoneChargeTotal |
The following sections are to exist within the main {{#foreach Project}}/{{/foreach Project}} grouping
Example:
{{#foreach Quote}}
...
text and codes that are generic to the project - like project code, description
...
{{#foreach Milestone}}
table with Milestone line items
{{/foreach Milestone}}
...
text and other project codes - usually totals
...
{{/foreach Quote}}