Inserting Data Items Into Text Blocks


Terms that are repeated throughout your sales quote, such as your company name, the customer's name, the sales quote title and sub-title, etc., need not be manually typed throughout your sales quote. Instead, you can use a Data Item. QuoteCloud will replace the associated information when the sales quote is generated; this mechanism is sometimes known as a macro, token, or data merge.

QuoteCloud has a set of system Data Items as follows:

 

Sales Consultant Information

  • ${consultantEmail!} - Sales consultant email address
  • ${consultantName!} - Sales consultant first name
  • ${consultantSurname!} - Sales consultant last name 
  • ${consultantFullname!} - Sales consultant full name (first name + last name)
  • ${consultantPhone!} - Sales consultant phone number
  • ${consultantCompanyName} - Sales consultant company name
  • ${consultantTeamName} - Sales Consultant's Sales Team name

Customer Information

  • ${companyName!} - Customer company name
  • ${contactEmail!} - customer contact email address
  • ${contactName!} - Customer contant first name
  • ${contactLastName!} - Customer contact last name
  • ${contactAddress!} - Customer contact address
  • ${contactPhone} - Customer contact phone number

Sales Quote Information

  • ${proposalId} - Sales Proposal/Quote Identification reference number.
  • ${proposalTitle!} - Sales Quote Title
  • ${proposalExtra!} - Sales Quote Sub-title (extra information) 
  • ${proposalCost} - Total Cost of Sales Quote
  • ${proposalCreate} - Sales Quote Created Date
  • ${proposalStatus} - Sales Quote Status

 

You also have access to custom Data Items as follows, these can be defined to contain any data you require,

  • ${attr_customfield1!}
  • ${attr_customfield2!}
  • ${attr_customfield3!}
  • ${attr_customfield4!}
  • ${attr_customfield5!}
  • ${attr_customfield6!}
  • ${attr_customfield7!}
  • ${attr_customfield8!}
  • ${attr_customfield9!}
  • ${attr_customfield10!}

If you have not set up any custom "user-defined" fields yet - you can learn more about how to do this in How do I Create Custom Fields.

If you come across any text which starts with a $ and is surrounded by curly brace - for example, $ {companyName} - you now know you are dealing with a Data Item, in this instance referring to the Company Name.

When the sales quote is generated (web and PDF versions), all Data Items are replaced with their proper respective values. This is particularly handy when updating your sales quote as you only need to make a change in one place; it also means templates can be dynamic and adjust to the specific sales quote input values.

You can manually type in the Data Item name, but an easier alternative is to use the drop-down list in the editor toolbar menu, in the menu option called "Data Items".

Related User Guide Topics

Moving Content Blocks (Drag & Drop)
10 Mar 2021
As you insert content blocks, i.e. text, images, videos, forms, spreadsheets, embedded PDF's, you may want to rearrange the position of these content blocks
Hide Content on a Sales Quote
11 Aug 2020
You may on occassion wish to create content in the Sales Quote Editor that does not appear when your customer views the sales quote.  For example, you may create a spreadsheet to perform calculations that should not show in the document that your customer reads; or you might create a block of text that is for your internal use, perhaps notes, instuctions or assumptions for your own use.  In this user guide topic, you can learn how to hide content in a sales quote.
Margins, Padding and Borders for content blocks
14 Mar 2020
If you are going to setup complex content layouts, it is important to understand how margin and padding work, and why you would use them.Padding and margins are very similar, and it can be difficult to know which one you should use. The basic purpose of both is to change the amount of space between elements on the page, and change their positions by creating or minimising whitespace.
Add background images to Rows and Columns
5 Mar 2020
A feature of rows and columns in the Sales Quote Editor is the ability to set a background image behind content contained in a row or column.  This user guide topic covers how to add a background image in a row and column.

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