To link Price Guide information from the Estimate to a Contract, Proposal or other document, you can use the default placeholders listed below in the App Title, Contract Title, Note and Default Value fields of a Contract, Proposal or other documents line items.
You can use as many placeholders as you wish and in whatever order within the different values of a document. There are no limitations to how they are setup.
General Information
| Placeholder | Description |
|---|---|
%date% |
The date inside of the application (12-31-16) |
%stateLicense% |
State License of Company |
%usersLicense% |
Users License Number |
%usersName% |
Users First and Last Name |
%usersNameFirst% |
Users First Name |
%usersNameLast% |
Users Last Name |
%usersPhone% |
Users Phone Number |
%userEmail% |
Users Email Address |
%userIdentifier% |
The user identifier used within the application |
%selectedTotal% |
The selected total at the bottom of the Estimates tab |
%selectedTotalWholeNumber% |
The selected total at the bottom of the Estimates tab rounded to the whole dollar |
%selectedTotalName% |
The name of the total selected at the bottom of the Estimates tab |
%randomNumber% |
An eight-digit random number |
%randomNumber<number 1 - 10>% |
A random number between one and ten digits in length. Example: %randomNumber5% = 12345 |
%year% |
The current year |
%day% |
The day of the date. Example: 21 |
%month% |
The current numeric representation of the month. Example: 09 |
%monthName% |
The name of the current month. Example: September |
%monthNameAbbv% |
The name of the current month abbreviated. Example: Sep |
%weekday% |
The written out day of the week. Example: Friday |
%weekdayAbbv% |
Abbreviated day of the week. Example: Fri |
%estimateName% |
The name of the saved estimate |
Customer Information
| Placeholder | Description |
|---|---|
%customerName% |
First and Last name of Customer |
%customerNameFirst% |
First name of Customer |
%customerNameLast% |
Last name of Customer |
%customerSpouseName% |
First and Last name of Customer’s Spouse |
%customerSpouseNameFirst% |
First name of Customer’s Spouse |
%customerSpouseNameLast% |
Last name of Customer’s Spouse |
%customerAddressFull% |
Street, City, State and Zip Code of Customer |
%customerAddressLine1% |
Street Address of Customer |
%customerAddressLine2% |
City State and Zip Code of Customer |
%customerAddressState% |
State of Customer abbreviated |
%customerAddressStateFull% |
State of Customer spelled out |
%customerAddressCity% |
City of Customer |
%customerAddressZip% |
Zip Code of Customer |
%customerContacts% |
All Contacts of Customer (Phone and Emails) |
%customerEmail% |
All Emails of Customer |
%customerPhone% |
All Phone numbers of Customer |
Measure Sheet Items
| Placeholder | Description |
|---|---|
%category% |
The category of the added measure sheet item |
%subCategory% |
The sub category of the added measure sheet item |
%name% |
The name of the added measure sheet item |
%quantity% |
The quantity entered of the added measure sheet item |
%itemNote% |
The note of the added measure sheet item |
%measurementType% |
The measurement type of the added measure sheet item |
%tag% |
The user entered tag of the added measure sheet item |
%drillDown1% |
The first drill down of the added measure sheet item |
%drillDown<any number>% |
Any subsequent drill downs of the added measure sheet item |
Selected Price Guide Option
| Placeholder | Description |
|---|---|
%selectionBrand% |
The brand of the selected price guide option |
%selectionName% |
The name of the selected price guide option |
%selectedOption.<custom placeholder>% |
The replacement value for the specified custom placeholder of the selected price guide option. |
%unitPrice% |
The unit price of the selected price guide item of the added measure sheet item including accessories |
%unitPriceWholeNumber% |
The unit price of the selected price guide item of the added measure sheet item including accessories rounded to the whole dollar |
%unitPriceWithoutAccessories% |
The unit price of the selected price guide item of the added measure sheet item excluding accessories |
%totalPrice% |
The unit price of the selected price guide item of the added measure sheet item multiplied by the quantity |
%totalPriceWholeNumber% |
The unit price of the selected price guide item of the added measure sheet item multiplied by the quantity rounded to the whole number |
%totalPriceWithoutAccessories% |
The unit price of the selected price guide item of the added measure sheet item, without cost of added accessories, multiplied by the quantity |
%totalPriceWithoutAccessoriesWholeNumber% |
The unit price of the selected price guide item of the added measure sheet item, without cost of added accessories, multiplied by the quantity rounded to the whole dollar |
%accessoriesTotal% |
The total of all added accessories of the selected price guide item of the added measure sheet item |
%accessoriesTotalWholeNumber% |
The total of all added accessories of the selected price guide item of the added measure sheet item rounded to the whole dollar |
Other Price Guide Options
| Placeholder | Description |
|---|---|
%option<index>.brand% |
The brand of the price guide option at the specified index (i.e. %option2.brand% would be replaced with the 2nd Price Guide Option’s brand) |
%option<index>.name% |
The name of the price guide option at the specified index (i.e. %option2.name% would be replaced with the 2nd Price Guide Option’s name) |
%option<index>.unitPrice% |
The price of the price guide option at the specified index (i.e. %option2.unitPrice% would be replaced with the 2nd Price Guide Option’s price) |
%option<index>.unitPriceNoZero% |
The price of the price guide option at the specified index. If the price is $0.00, then the placeholder will be replaced with empty space.(i.e. %option2.unitPriceNoZero% would be replaced with the 2nd Price Guide Option’s price) |
%option<index>.unitPriceWholeNumber% |
The price of the price guide option at the specified index rounded to the whole dollar (i.e. %option2.unitPriceWholeNumber% would be replaced with the 2nd Price Guide Option’s price rounded to the whole dollar) |
%option<index>.unitPriceWholeNumberNoZero% |
The price of the price guide option at the specified index rounded to the whole dollar. If the price is $0.00, then the placeholder will be replaced with empty space. (i.e. %option2.unitPriceWholeNumberNoZero% would be replaced with the 2nd Price Guide Option’s price rounded to the whole dollar) |
%option<index>.<custom placeholder>% |
The value of the custom placeholder for the Price Guide Option at the specified index. |
Up-Charges
To link Upcharge information from the Estimate to a document, you must first create an “Identifier” for the upcharge. You can do this by editing the upcharge and adding a unique name to the “Identifier” field.
You must have a cell linked to a Measure Sheet Item in order to be able to use the upcharge Identifier.
| Placeholder | Description |
|---|---|
%<identifier>.name% |
The name of the upcharge |
%<identifier>.note% |
The note of the upcharge |
%<identifier>.measurementType% |
The measurement Type of the upcharge |
%<identifier>.quantity% |
The quantity of the added upcharge including 0 |
%<identifier>.quantityNoZero% |
The quantity of the added upcharge where 0 will be blank |
%<identifier>.unitPrice% |
The unit price of the upcharge |
%<identifier>.unitPriceNoZero% |
The unit price of the upcharge where 0 will be blank |
%<identifier>.unitPriceWholeNumber% |
The unit price of the upcharge rounded to the whole dollar |
%<identifier>.unitPriceWholeNumberNoZero% |
The unit price of the upcharge rounded to the whole dollar where 0 will be blank |
%<identifier>.totalPrice% |
The total price of the upcharge (unit price x quantity) |
%<identifier>.totalPriceNoZero% |
The total price of the upcharge (unit price x quantity) where 0 will be blank |
%<identifier>.totalPriceWholeNumber% |
The total price of the upcharge (unit price x quantity) rounded to the whole dollar |
%<identifier>.totalPriceWholeNumberNoZero% |
The total price of the upcharge (unit price x quantity) rounded to the whole dollar where 0 will be blank |
%<identifier>.grandTotalPrice% |
The grand total of the upcharge (unit price x quantity x parent item quantity) |
%<identifier>.grandTotalPriceNoZero% |
The grand total of the upcharge (unit price x quantity x parent item quantity) where 0 will be blank |
%<identifier>.grandTotalPriceWholeNumber% |
The grand total of the upcharge (unit price x quantity x parent item quantity) rounded to the whole dollar |
%<identifier>.grandTotalPriceWholeNumberNoZero% |
The grand total of the upcharge (unit price x quantity x parent item quantity) rounded to the whole dollar where 0 will be blank |
%<identifier>.<any placeholder from additional details>% |
The entered values for any additional details added to the upcharge |
%<identifier>.<any placeholder from custom placeholders>% |
The value from any custom placeholders of the upcharge |
Packages
| Placeholder | Description |
|---|---|
%package.<category identifier>.<package index>.name% |
The name of the package at the specified index (ie. %package.ROOFING.1.name% will pull the name of the first package in the Roofing category) |
%package.<category identifier>.<package index>.amount% |
The total price of the package at the specified index in plain text (ie. 15000) |
%package.<category identifier>.<package index>.total% |
The total price of the package at the specified index in currency form (ie. $15,000) |
%package.<category identifier>.<package index>.totalNoZero% |
The total price of the package at the specified index, where $0 will be replaced as blank |
%package.<category identifier>.<package index>.totalWholeNumber% |
The total price of the package at the specified index rounded to the whole dollar |
%package.<category identifier>.<package index>.totalWholeNumberZero% |
The total price of the package at the specified index rounded to the nearest zero |
%package.<category identifier>.selected.name% |
The name of the selected package |
%package.<category identifier>.selected.amount% |
The total price of the selected package in plain text (ie. 15000) |
%package.<category identifier>.selected.total% |
The total price of the selected package in currency form (ie. $15,000) |
%package.<category identifier>.selected.totalNoZero% |
The total price of the selected package, where $0 will be replaced as blank |
%package.<category identifier>.selected.totalWholeNumber% |
The total price of the selected package rounded to the whole dollar |
%package.<category identifier>.selected.totalWholeNumberNoZero% |
The total price of the selected package rounded to the nearest zero |
Custom Products
| Placeholder | Description |
|---|---|
%name% |
The name of the Custom Product |
%itemNote% |
The description of the Custom Product |
%quantity% |
The quantity of the Custom Product |
%unitPrice% |
The unit price of the Custom Product |
%totalPrice% |
The unit price of the Custom Product multiplied by the quantity |
Selected Finance Option
| Placeholder | Description |
|---|---|
%financeOptionCategory% |
The category of the selected finance option |
%financeOptionBankName% |
The bank name of the selected finance option |
%financeOptionName% |
The name of the selected finance option |
%financeOptionDealerFee% |
The dealer fee of the selected finance option |
%financeOptionInterestRate% |
The interest rate of the selected finance option |
%financeOptionMinAmount% |
The minimum amount of the selected finance option |
%financeOptionMaxAmount% |
The maximum amount of the selected finance option |
%financeOptionPaymentMultiplier% |
The payment multiplier of the selected finance option |
%financeOptionPlanCode% |
The plan code of the selected finance option |
%financeOptionNumberOfPayments% |
The number of payments (term) of the selected finance option |
%financeOptionDownPayment% |
The entered down payment for the selected finance option |
%financeOptionDownPaymentNoZero% |
The entered down payment for the selected finance option where 0 will be blank |
ProVia
ProVia placeholders only work in ProVia Detail Line Item cells. See Cell Types for more info.
| Placeholder | Description |
|---|---|
%proviaStatus% |
Order status |
%proviaOrderSubTotal% |
Order subtotal |
%proviaOrderTax% |
Order tax amount |
%proviaOrderTotal% |
Order total with tax |
%proviaOrderSellPrice% |
Order sell price |
%proviaOrderSellPriceLabor% |
Order sell price labor |
%proviaOrderSellPriceTax% |
Order sell price tax |
%proviaModel% |
Item model |
%proviaDescription% |
Item description |
%proviaQuantity% |
Item quantity |
%proviaTag% |
Item tag/location |
%proviaComments% |
Item comments |
%proviaItemSellPrice% |
Item Sell Price |
%proviaUFactor% |
Item U Factor |
%proviaSHGC% |
Item Solar Heat Gain Coefficient |
%proviaVisibileTransmittance% |
Item Visible Transmittance – The amount of light in the visible portion of the spectrum that passes through |
%proviaAirInfiltration% |
Item Air Infiltration Specifications |
%proviaEnergyStar% |
Item Energy Star rating |
%proviaCPD% |
Item CPD |
Marketsharp
| Placeholder | Description |
|---|---|
%MSContactStreet% |
MarketSharp Contact Street Line 1 |
%MSContactStreet2% |
MarketSharp Contact Street Line 2 |
%MSContactCity% |
MarketSharp Contact City |
%MSContactState% |
MarketSharp Contact State (Abbreviated) |
%MSContactZip% |
MarketSharp Contact Zip Code |
LeadPerfection
| Placeholder | Description |
|---|---|
%LP_customerNumber% |
LeadPerfection Prospect ID |
GreenSky
| Placeholder | Description |
|---|---|
%greenskyApplicationId% |
GreenSky application ID |
%greenskyApplicationStatus% |
GreenSky application status |
%greenskyApplicationReferenceNumber% |
GreenSky Application Reference Number |
%greenskyApplicationOfferPlanNumber% |
GreenSky offer plan number |
%greenskyApplicationApprovedAmount% |
Approved Amount |
%greenskyApplicationInterestRate% |
Interest Rate of approved loan |
%greenskyApplicationTerm% |
Loan Term in months |
%greenskyApplicationPayment% |
Monthly payment amount |
%greenskyApplicationPromotionEndDate% |
Promotion End Date |
%greenskyApplicationDisclosure% |
GreenSky loan application disclosure |