Quotes template variables

Using the variables of quote templates you can construct templates either for your reference or for sending to the client by email or fax.

Common Quote Variables

VARIABLE	DESCRIPTION
\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 the following format: 10/4/2006.
\DATE_SENT_LONG\ \LONGSENT\	Date sent in the following format: Monday, October 04, 2006.
\START\ \ESTSTART\	Date assigned in the following format: 10/4/2006.
\START_LONG\\LONGESTSTART\	Date 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)

Quote totals

VARIABLE	DESCRIPTION
\TOTAL\	Quote total in the client's currency
\TOTAL_BASE\	Quote total in the base currency
\JOBS_TOTAL\	Jobs total in the client's currency
\JOBS_TOTAL_BASE\	Jobs total in the base currency
\NET_JOBS_TOTAL\	Jobs total with discounts in the client's currency
\NET_JOBS_TOTAL_BASE\	Jobs total with discounts in the base currency
\VOLUME_BASE\	Jobs total volume in base units

Taxes

VARIABLE	DESCRIPTION
\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 the client's currency
\TAX1_VALUE_BASE\	Tax 1 value in the 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 the in the client's currency
\TAX2_VALUE_BASE\	Tax 2 value the in the base currency
\TAXES\	Indicates if the taxes in the Tax fields are set; used in algorithms (If any tax is set = True, if it they are not = False)
\AFTER_TAX1\	Total in the client's currency after Tax 1 is applied
\AFTER_TAX1_BASE\	Total in the base currency after Tax 1 is applied

Discounts

VARIABLE	DESCRIPTION
\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 the client's currency
\DISCOUNT1_VALUE_BASE\	Discount 1 value in the 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 2 value in percents
\DISCOUNT2_VALUE\	Discount 2 value in the client's currency
\DISCOUNT2_VALUE_BASE\	Discount 2 value in the 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 the client's currency after Discount 1 applied
\AFTER_DISCOUNT1_BASE\	Total in the 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.

VARIABLE	DESCRIPTION
\DTMULTIQUOTEITEMS:QI_NAME\	Name of the draft client job.
\DTMULTIQUOTEITEMS:GROUP_NAME\	Group of services of the draft client job.
\DTMULTIQUOTEITEMS:SERV_NAME\	Service name of the draft client job.
\DTMULTIQUOTEITEMS:UNIT_NAME\	Units in which draft client job volume is specified.
\DTMULTIQUOTEITEMS:QI_PRICE\	Price of the draft client job.
\DTMULTIQUOTEITEMS:QI_VOLUME\	Volume of the draft client job.
\DTMULTIQUOTEITEMS:QI_FEE_KIND\	Type of price set for the client job (can be per unit, flat fee, or free).
\DTMULTIQUOTEITEMS:QI_TOTAL\	Draft client job total.
\DTMULTIQUOTEITEMS:QI_COUNTNOTES\	CATCount notes of the draft client job (if the job volume had been entered with the help of CATCount).

Quotes Template Variables