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}