Document template - Quote

Quote Templates

Note: There is a lot of room for customisation, the following information is a guide for how you can setup a document template, you are welcome to have a different layout if that works better for your business

Quote Layout

There are 4 main areas to a template

Company and Contact information
Order Table
Payment data
T&C’s

Company and Contact information

Generally this will contain the company Logo and contact information as well as the customer contact information,

Example

The following fields can be added to this area

	Description	Word Field Name	Example
Order Details
	Order Reference	Reference	{ MERGEFIELD Reference \* MERGEFORMAT }
	Date document was created	DateDocumented	{ MERGEFIELD DateDocumented \* MERGEFORMAT }
	Date sale was accepted	AcceptedDate	{ MERGEFIELD AcceptedDate \* MERGEFORMAT }
	Dispatch / Follow up date	FollowUpDate	{ MERGEFIELD FollowUpDate \* MERGEFORMAT }
	Date Invoiced	InvoicedDate	{ MERGEFIELD InvoicedDate \* MERGEFORMAT }
	Order Number	OrderNo	{ MERGEFIELD OrderNo \* MERGEFORMAT }
	Numerical Values from the order number only (no .A .B etc)	RefNo	{ MERGEFIELD RefNo \* MERGEFORMAT }
	Just the revision number (A B C)	Revision	{ MERGEFIELD Revision \* MERGEFORMAT }
	Order Notes	Notes	{ MERGEFIELD Notes \* MERGEFORMAT }
	Order Total Ex GST	TotalExGST	{ MERGEFIELD TotalExGST \* MERGEFORMAT }
	Order Tax Total	TaxTotal	{ MERGEFIELD TaxTotal \* MERGEFORMAT }
	Order Total Inc GST	TotalIncGST	{ MERGEFIELD TotalIncGST \* MERGEFORMAT }
	Order Deposits Received amount only (inlcudes credit)	Received_Amount	{ MERGEFIELD Received_Amount \* MERGEFORMAT }
	Order Receipts with payment method details	Receipts_Details	{ MERGEFIELD Receipts_Details \* MERGEFORMAT }
	Outstanding Order Amount	Outstanding_Amount	{ MERGEFIELD Outstanding_Amount \* MERGEFORMAT }
	Discount Amount entered for Quote	DiscountTotal	{ MERGEFIELD DiscountTotal \* MERGEFORMAT }
Customer Details
	Customer Code	Customer_Code	{ MERGEFIELD Customer_Code \* MERGEFORMAT }
	Company Name / Primary Contact	Customer_Description	{ MERGEFIELD Customer_Description \* MERGEFORMAT }
	Customer Invoice Message	Customer_InvoiceMessage	{ MERGEFIELD Customer_InvoiceMessage \* MERGEFORMAT }
	Customer Delivery Instructions	Customer_DeliveryMessage	{ MERGEFIELD Customer_DeliveryMessage \* MERGEFORMAT }
Customer Group Details
	Customer Group Description	CustomerGroup_Description	{ MERGEFIELD CustomerGroup_Description \* MERGEFORMAT }

Contact Details (these can not be used in the Receipt)
	Dispatch Contact Name (Formatted <<Title>> <<First Name>> <<Last Name>>	Contact_FormattedName	{ MERGEFIELD Contact_FormattedName \* MERGEFORMAT }
	Dispatch Address (Formatted <<Unit No.>> / <<Address No.>> <<Street>> <<Suburb>> <<State>> <<PostCode>>	Contact_FormattedAddress	{ MERGEFIELD Contact_FormattedAddress \* MERGEFORMAT }
		Contact_Title	{ MERGEFIELD Contact_Title \* MERGEFORMAT }
		Contact_FirstName	{ MERGEFIELD Contact_FirstName \* MERGEFORMAT }
		Contact_LastName	{ MERGEFIELD Contact_LastName \* MERGEFORMAT }
		Contact_UnitNo	{ MERGEFIELD Contact_UnitNo \* MERGEFORMAT }
		Contact_StreetNumber	{ MERGEFIELD Contact_StreetNumber \* MERGEFORMAT }
		Contact_Building	{ MERGEFIELD Contact_Building \* MERGEFORMAT }
		Contact_Street	{ MERGEFIELD Contact_Street \* MERGEFORMAT }
		Contact_StType	{ MERGEFIELD Contact_StType \* MERGEFORMAT }
		Contact_Suburb	{ MERGEFIELD Contact_Suburb \* MERGEFORMAT }
		Contact_State	{ MERGEFIELD Contact_State \* MERGEFORMAT }
		Contact_PostCode	{ MERGEFIELD Contact_PostCode \* MERGEFORMAT }
		Contact_Country	{ MERGEFIELD Contact_Country \* MERGEFORMAT }
		Contact_Email	{ MERGEFIELD Contact_Email \* MERGEFORMAT }
		Contact_DirectPhone	{ MERGEFIELD Contact_DirectPhone \* MERGEFORMAT }
		Contact_Mobile	{ MERGEFIELD Contact_Mobile \* MERGEFORMAT }
		Contact_PhoneOtherDescn1	{ MERGEFIELD Contact_PhoneOtherDescn1 \* MERGEFORMAT }
		Contact_PhoneOther1	{ MERGEFIELD Contact_PhoneOther1 \* MERGEFORMAT }
		Contact_PhoneOtherDescn2	{ MERGEFIELD Contact_PhoneOtherDescn2 \* MERGEFORMAT }
		Contact_PhoneOther2	{ MERGEFIELD Contact_PhoneOther2 \* MERGEFORMAT }

Billings Details
	Billing Contact Name (Formatted <<Title>> <<First Name>> <<Last Name>>	Billing_FormattedName	{ MERGEFIELD Billing_FormattedName \* MERGEFORMAT }
	Billing Address (Formatted <<Unit No.>> / <<Address No.>> <<Street>> <<Suburb>> <<State>> <<PostCode>>	Billing_FormattedAddress	{ MERGEFIELD Billing_FormattedAddress \* MERGEFORMAT }
		Billing_Title	{ MERGEFIELD Billing_Title \* MERGEFORMAT }
		Billing_FirstName	{ MERGEFIELD Billing_FirstName \* MERGEFORMAT }
		Billing_LastName	{ MERGEFIELD Billing_LastName \* MERGEFORMAT }
		Billing_UnitNo	{ MERGEFIELD Billing_UnitNo \* MERGEFORMAT }
		Billing_StreetNumber	{ MERGEFIELD Billing_StreetNumber \* MERGEFORMAT }
		Billing_Building	{ MERGEFIELD Billing_Building \* MERGEFORMAT }
		Billing_Street	{ MERGEFIELD Billing_Street \* MERGEFORMAT }
		Billing_StType	{ MERGEFIELD Billing_StType \* MERGEFORMAT }
		Billing_Suburb	{ MERGEFIELD Billing_Suburb \* MERGEFORMAT }
		Billing_State	{ MERGEFIELD Billing_State \* MERGEFORMAT }
		Billing_PostCode	{ MERGEFIELD Billing_PostCode \* MERGEFORMAT }
		Billing_Country	{ MERGEFIELD Billing_Country \* MERGEFORMAT }
		Billing_Email	{ MERGEFIELD Billing_Email \* MERGEFORMAT }
		Billing_DirectPhone	{ MERGEFIELD Billing_DirectPhone \* MERGEFORMAT }
		Billing_Mobile	{ MERGEFIELD Billing_Mobile \* MERGEFORMAT }
		Billing_PhoneOtherDescription1	{ MERGEFIELD Billing_PhoneOtherDescription1 \* MERGEFORMAT }
		Billing_PhoneOther1	{ MERGEFIELD Billing_PhoneOther1 \* MERGEFORMAT }
		Billing_PhoneOtherDescription2	{ MERGEFIELD Billing_PhoneOtherDescription2 \* MERGEFORMAT }
		Billing_PhoneOther2	{ MERGEFIELD Billing_PhoneOther2 \* MERGEFORMAT }

Branch Details
	Branch Description per Branch setup.	Branch_Description	{ MERGEFIELD Branch_Description \* MERGEFORMAT }
		Branch_AddressLine1	{ MERGEFIELD Branch_AddressLine1 \* MERGEFORMAT }
		Branch_AddressLine2	{ MERGEFIELD Branch_AddressLine2 \* MERGEFORMAT }
		Branch_DirectPhone	{ MERGEFIELD Branch_DirectPhone \* MERGEFORMAT }
		Branch_Fax	{ MERGEFIELD Branch_Fax \* MERGEFORMAT }
		Branch_Email	{ MERGEFIELD Branch_Email \* MERGEFORMAT }

Sales Representative Details
	Sales Rep's name	SalesRepresentative_Description	{ MERGEFIELD SalesRepresentative_Description \* MERGEFORMAT }
		SalesRepresentative_Mobile	{ MERGEFIELD SalesRepresentative_Mobile \* MERGEFORMAT }
		SalesRepresentative_Email	{ MERGEFIELD SalesRepresentative_Email \* MERGEFORMAT }

Installers Details	Installer or Rep who Check Measured Code	CheckMeasure_Installer_Code	{ MERGEFIELD CheckMeasure_Installer_Code \* MERGEFORMAT }
	Installers or Rep who Check measured Description	CheckMeasure_Installer_Description	{ MERGEFIELD CheckMeasure_Installer_Description \* MERGEFORMAT }
	Installers Code	Installer_Code	{ MERGEFIELD Installer_Code \* MERGEFORMAT }
	Installers Description	Installer_Description	{ MERGEFIELD Installer_Description \* MERGEFORMAT }