Variables available in White Label documents

Documents generated by the Portal support a number of variables that will automatically be replaced with values from the quote, the customers account or your account.

Simply enter these variables surrounded by % signs into your word document template files and they will be automatically replaced on the resulting documents.

 


Brand name...
%BrandName% = Example Company

 

Quote totals...
%monthlyTotal% = $333.54
%setupSetup% = $10.00
%setupCpe% = $150.00
%setupTotal% = $250.00

 

Quote details...

%QTYPE% = Estimate
%QuoteNumber% = NQ2017090609412
%QuoteDate% = 06/09/2017
%QuoteExpire% = 20/09/2017
%ThisYear% = 2017
%QUOTENAME% = Your new cloud thing
%QUOTEDESC% = Description of opportunity

 

Leasing pricing...
%Lease12% = POA
%monthlyTotal12% = POA
%Lease24% = POA
%monthlyTotal24% = POA
%Lease36% = POA
%monthlyTotal36% = POA


Retail / end customer details...
%orderedTo_userid% = 99999
%orderedTo_userid_tiab% = (octane group number)
%orderedTo_userid_tiab_cust% = (octane customer id)
%orderedTo_userid_ivox% = (nice customer ID)
%orderedTo_username% = exampleUser
%orderedTo_signup_date% = 2017-03-22 14:05:54
%orderedTo_email% = matt@example.com.au
%orderedTo_firstname% = Matthew
%orderedTo_surname% = Smith
%orderedTo_phone% = 0700000000
%orderedTo_mobile% = 0400000000
%orderedTo_fax% = 0700000000
%orderedTo_company% = Example Pty. Ltd.
%orderedTo_user_abn% = 123456789
%orderedTo_address% = 1 Way t
%orderedTo_city% = Sarina
%orderedTo_state% = QLD
%orderedTo_postcode% = 4737
%orderedTo_country% = AU
%orderedTo_timezone% = Australia/Brisbane
%orderedTo_website% = https://www.example.com.au/


Reseller / Account Manager Details...
%accMan_userid% = 88888
%accMan_userid_tiab% = (octane group number)
%accMan_userid_tiab_cust% = (octane customer number)
%accMan_userid_ivox% = (nice customer number)
%accMan_username% = davidSwinton
%accMan_signup_date% = 2007-06-04 16:41:33
%accMan_email% = david@neural.com.au
%accMan_firstname% = David
%accMan_surname% = Swinton
%accMan_phone% = 0700000000
%accMan_mobile% = 0400000000
%accMan_fax% =
%accMan_company% = Neural Networks Technology Services Pty. Ltd.
%accMan_trading_as% = Neural Networks
%accMan_user_abn% = 123456789
%accMan_address% = 91 Bridge St
%accMan_city% = Fortitude Valley
%accMan_state% = QLD
%accMan_postcode% = 4000
%accMan_country% = AU
%accMan_timezone% = Australia/Brisbane
%accMan_website% = https://www.neural.com.au/

 

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