List of merge fields for quotes

VOGSY provides a set of merge fields to use as part of your quote template. The merge fields are mapped to opportunity data. When the quote is generated, the merge fields will be replaced with the data associated with the related opportunity. For example, opportunity_name will be replaced with the name that is set in the Name field on the quote’s Opportunity page.

As the sample illustrates, each merge field must be placed between double braces.

Here is the complete list of merge fields that you can use when customizing your quote template:

• document_description

  Type of quote: Draft or Quote.

• account_manager

  Account manager from the customer’s Organization page.

• quote_number

  Generated by VOGSY

• quote_date

  Generated by VOGSY

• completion_date

  The expected completion date of the associated opportunity. Generated by VOGSY from the quote’s opportunity page.

• contact_name

  Generated by VOGSY from the quote’s project page.

• contact_salutation

  The specific title or form of address used to indicate how you should refer to someone in a formal or professional setting. It usually includes honorifics such as "Mr.," "Mrs.," "Miss," "Ms.," "Dr.," "Prof.," and others.

• opportunity_name

  The name of the opportunity associated with the quote. Generated by VOGSY from the quote’s opportunity page.

• opportunity_description

  A short declaration about the scope and potential of the opportunity or any other relevant information that it might be useful for your team members to know. Generated by VOGSY from the quote’s opportunity page.

• recurring_revenue

  The expected earnings from this opportunity. Generated by VOGSY from the quote’s opportunity page.

• revenue

  The expected earnings from this opportunity. Generated by VOGSY from the quote’s opportunity page.

• company_name

  The name of the company to receive the quote.

• company_address

  The address of the company to receive the quote.

• company_address_oneline

  Allows you to enter the company’s address on one line.

• organization_name

  The name of the organization associated with the quote. Generated by VOGSY from the quote’s opportunity page.

• organization_address

  The address of the organization associated with the quote. Generated by VOGSY from the associated Organization page.

• project_order_value

  The Order value from the project card.

• project_name

  The name of the project associated with the quote.

• project_description

  Generated by VOGSY from the Description field on the quote’s project page.

• currency_symbol

  Currency field on the quote’s project page.

• currency_code

  The currency codes of the country of origin of the company receiving the quote.