Quote Email Template Variables

Topic

Quote Variables are fields that are dynamically substituted when the corresponding text is entered.

For example, if you wanted the Quote Number to automatically appear in the Subject Line of an email, you can achieve this by using the related variable.

Note: Quote Variables can either be used in the Subject Line or within the body of the message itself. These variables are hardcoded into the system, which means custom variables cannot be created for use.

Instructions

1. Navigate to Settings.
2. Select Email.
3. Select the Email Template Name you want to add variables to (or create a new email template).
4. Select Want to use template Variables?
   
   
    
5. On the pop-up check the list for the variable you want to use and then highlight and copy the variable.
6. Select OK.
   
   
    
7. Paste the variable into either the Subject line or the Message field where you would like it to appear.

Note: You can calculate a value by using basic 'add' and 'subtract' methods. E.g. Using this method will allow you to render the desired value. i.e. [month -2] = current month - 2 months. In the example above, September is the current month, therefore, the value returned is "July".

Additional Information

For more info on email templates, see here: Email templates