GENERAL SET UP INFORMATION
STAGE 1 - SET UP
STAGE 2 - SET UP
STAGE 3 - SET UP
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DEFAULT TEMPLATES – QUOTES & INVOICES

 

Template Defaults for Quotes and Invoices

  • Defaults are only available for Quote and Invoice templates.
  • Quote Templates have 2 defaults: Introduction and Notes
    To use Defaults in Quote templates, use following variables:
    • {$Quote.QuoteIntroduction}
    • {$Quote.QuoteNotes}
  • Invoice Templates have one default: Notes
    To use Defaults in Invoice templates, use following variable:
  • {$Invoice.Notes}
 

Insert Job Details into Email Template

Job Detail Questions can be put into email templates so that emails sent about jobs can contain detail in the Job Detail Questions. The syntax for this is:

{$JobDetail.QuestionName}. For example, a question of ‘Tops By’ would use this as the replacement key in email templates: {$JobDetail.Tops By}