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Tags or shortcodes

In the Proposal Generator it is possible to add a variety of tags to text areas to display the information you require. Copy any of these tags into one of your text fields to see the result:

Quote Details #

  • {Quote Name}
  • {Quote No}
  • {Quote Revision}
  • {Quote Address 1}
  • {Quote Address 2}
  • {Quote Address 3}
  • {Quote Town}
  • {Quote County}
  • {Quote Postcode}
  • {Quote Country}
  • {Quote Created Date}
  • {Quote Sent Date}
  • {Quote Expiry Date}
  • {Quote Assigned To}
  • {Quote Assignee Email}
  • {Quote Assignee Mobile}
  • {Quote Assignee Job Title}
  • {Quote Net Total}
  • {Quote Total}
  • {Quote Currency}

Project Details #

  • {Project Description}
  • {Project No}

Customer Details #

  • {Customer Name}
  • {Customer Address 1}
  • {Customer Address 2}
  • {Customer Address 3}
  • {Customer Town}
  • {Customer County}
  • {Customer Postcode}
  • {Customer Country}
  • {Customer Phone}
  • {Customer Email}
  • {Customer Account No}

Customer Acceptance Details #

  • {Customer Accept Name}
  • {Customer Accept Date}

Contact Details #

  • {Contact First Name}
  • {Contact Surname}
  • {Contact Name}
  • {Contact Position}
  • {Contact Email}
  • {Contact Mobile}
  • {Contact Address 1}
  • {Contact Address 2}
  • {Contact Address 3}
  • {Contact Town}
  • {Contact County}
  • {Contact Postcode}
  • {Contact Country}

Your Company Details #

  • {Company Name}
  • {Company Email}
  • {Company Phone}
  • {Company Mobile}
  • {Company Address 1}
  • {Company Address 2}
  • {Company Address 3}
  • {Company Town}
  • {Company County}
  • {Company Postcode}
  • {Company Country}

Loop Tags #

The following tags are available to use in the “Loop” sections of proposals.

  • {Area Group Description}
  • {Area Group Content}
  • {Area Description}
  • {Area Content}
  • {System Description}
  • {System Content}
  • {Subsystem Description}
  • {Subsystem Content}
  • {Loop Description}
  • {Loop Content}