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Using variables of quote templates you can construct templates either for your reference or for sending to client by email or fax.
Common Quote Variables
VARIABLE |
DESCRIPTION |
\QUOTE_NAME\ |
Possible quote name. |
\QUOTE_CODE\ \CODE\ |
Quote code. |
\SERVICE\ |
Service name. |
\REQUEST\ |
Request for quote. |
\ANSWER\ |
Answer to request for quote. |
\VOLUME\ |
Quote volume. |
\PRICING\ \TYPE\ |
Quote type. |
\PRICE\ |
Quote price. |
\UNITS\ |
Quote units. |
\TOTAL\ |
Quote total. |
\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. |
\COUNT_NOTES\ |
CATCount notes. |
\STATUS\ |
Status of quote (unknown, accepted, rejected) |
Draft Client Job variables for Quotes to Clients
The following variables refer to draft client jobs, added to quote to client.
VARIABLE |
DESCRIPTION |
\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). |
See also:
