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 |
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| 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 |
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| 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 |
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| Customer Group Description | CustomerGroup_Description | { MERGEFIELD CustomerGroup_Description \* MERGEFORMAT } |
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Contact Details (these can not be used in the Receipt) |
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| 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 } |
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| Contact_Title | { MERGEFIELD Contact_Title \* MERGEFORMAT } |
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| Contact_FirstName | { MERGEFIELD Contact_FirstName \* MERGEFORMAT } |
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| Contact_LastName | { MERGEFIELD Contact_LastName \* MERGEFORMAT } |
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| Contact_UnitNo | { MERGEFIELD Contact_UnitNo \* MERGEFORMAT } |
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| Contact_StreetNumber | { MERGEFIELD Contact_StreetNumber \* MERGEFORMAT } |
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| Contact_Building | { MERGEFIELD Contact_Building \* MERGEFORMAT } |
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| Contact_Street | { MERGEFIELD Contact_Street \* MERGEFORMAT } |
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| Contact_StType | { MERGEFIELD Contact_StType \* MERGEFORMAT } |
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| Contact_Suburb | { MERGEFIELD Contact_Suburb \* MERGEFORMAT } |
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| Contact_State | { MERGEFIELD Contact_State \* MERGEFORMAT } |
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| Contact_PostCode | { MERGEFIELD Contact_PostCode \* MERGEFORMAT } |
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| Contact_Country | { MERGEFIELD Contact_Country \* MERGEFORMAT } |
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| Contact_Email | { MERGEFIELD Contact_Email \* MERGEFORMAT } |
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| Contact_DirectPhone | { MERGEFIELD Contact_DirectPhone \* MERGEFORMAT } |
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| Contact_Mobile | { MERGEFIELD Contact_Mobile \* MERGEFORMAT } |
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| Contact_PhoneOtherDescn1 | { MERGEFIELD Contact_PhoneOtherDescn1 \* MERGEFORMAT } |
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| Contact_PhoneOther1 | { MERGEFIELD Contact_PhoneOther1 \* MERGEFORMAT } |
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| Contact_PhoneOtherDescn2 | { MERGEFIELD Contact_PhoneOtherDescn2 \* MERGEFORMAT } |
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| Contact_PhoneOther2 | { MERGEFIELD Contact_PhoneOther2 \* MERGEFORMAT } |
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Billings Details |
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| 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 } |
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| Billing_Title | { MERGEFIELD Billing_Title \* MERGEFORMAT } |
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| Billing_FirstName | { MERGEFIELD Billing_FirstName \* MERGEFORMAT } |
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| Billing_LastName | { MERGEFIELD Billing_LastName \* MERGEFORMAT } |
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| Billing_UnitNo | { MERGEFIELD Billing_UnitNo \* MERGEFORMAT } |
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| Billing_StreetNumber | { MERGEFIELD Billing_StreetNumber \* MERGEFORMAT } |
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| Billing_Building | { MERGEFIELD Billing_Building \* MERGEFORMAT } |
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| Billing_Street | { MERGEFIELD Billing_Street \* MERGEFORMAT } |
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| Billing_StType | { MERGEFIELD Billing_StType \* MERGEFORMAT } |
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| Billing_Suburb | { MERGEFIELD Billing_Suburb \* MERGEFORMAT } |
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| Billing_State | { MERGEFIELD Billing_State \* MERGEFORMAT } |
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| Billing_PostCode | { MERGEFIELD Billing_PostCode \* MERGEFORMAT } |
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| Billing_Country | { MERGEFIELD Billing_Country \* MERGEFORMAT } |
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| Billing_Email | { MERGEFIELD Billing_Email \* MERGEFORMAT } |
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| Billing_DirectPhone | { MERGEFIELD Billing_DirectPhone \* MERGEFORMAT } |
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| Billing_Mobile | { MERGEFIELD Billing_Mobile \* MERGEFORMAT } |
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| Billing_PhoneOtherDescription1 | { MERGEFIELD Billing_PhoneOtherDescription1 \* MERGEFORMAT } |
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| Billing_PhoneOther1 | { MERGEFIELD Billing_PhoneOther1 \* MERGEFORMAT } |
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| Billing_PhoneOtherDescription2 | { MERGEFIELD Billing_PhoneOtherDescription2 \* MERGEFORMAT } |
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| Billing_PhoneOther2 | { MERGEFIELD Billing_PhoneOther2 \* MERGEFORMAT } |
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Branch Details |
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| Branch Description per Branch setup. | Branch_Description | { MERGEFIELD Branch_Description \* MERGEFORMAT } |
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| Branch_AddressLine1 | { MERGEFIELD Branch_AddressLine1 \* MERGEFORMAT } |
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| Branch_AddressLine2 | { MERGEFIELD Branch_AddressLine2 \* MERGEFORMAT } |
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| Branch_DirectPhone | { MERGEFIELD Branch_DirectPhone \* MERGEFORMAT } |
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| Branch_Fax | { MERGEFIELD Branch_Fax \* MERGEFORMAT } |
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| Branch_Email | { MERGEFIELD Branch_Email \* MERGEFORMAT } |
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Sales Representative Details |
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| Sales Rep's name | SalesRepresentative_Description | { MERGEFIELD SalesRepresentative_Description \* MERGEFORMAT } |
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| SalesRepresentative_Mobile | { MERGEFIELD SalesRepresentative_Mobile \* MERGEFORMAT } |
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| SalesRepresentative_Email | { MERGEFIELD SalesRepresentative_Email \* MERGEFORMAT } |
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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 } |