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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.
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
