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Automatically populate your Quote using data points stored within your Accelo account with Merge Fields.
When creating a Quote Template, there will be a long list of Merge Fields provided to you. You can use them on your Quotes:
Merge Fields allow you to insert a field that will be automatically replaced with the corresponding data point when you create the Quote, allowing you to use this as a template for any number of Quotes.
For example, if you were to enter [quote.company.name] into a quote template, this will be automatically replaced by the name of the Client you are invoicing.
Simply click on the Merge Field to copy it to your clipboard, and then paste it wherever you like into the text field.
These Merge Fields refer to information about your company.
| Merge Field | Content |
| [account.company.name] | This is the name of your company. |
| [account.company.website] | This is your company's website |
| [account.business.number] | Depending on your type of business, this could refer to the Contractor License Number, the VAT number, or GST number |
| [account.business.number.title] | This is the term for the above number (Business Number, VAT Number, GST Number, etc.) |
| [account.email] | This is the primary email address associated with your company |
| [account.phone] | This is the primary phone number associated with your company |
| [account.fax] | This is the primary fax number associated with your company |
| [account.address] | This is the primary street address associated with your company |
| [account.tax] | This is the tax code associated with your company |
| [account.payoptions] | These are the payment options for the invoice, which are set based on your integrations |
These Merge Fields refer to information about the Billing Contact you are sending the invoice to.
| Merge Field | Content |
| [quote.company.name] | This is the name of the Company you are quoting. |
| [quote.contact.firstname] | This is the first name of the Contact you are quoting. |
| [quote.contact.surname] | This is the surname or last name of the Contact you are quoting. |
| [quote.contact.phone] | This is the phone number of the Contact being quoted. |
| [quote.contact.email] | This is the email address of the Contact being quoted. |
| [quote.contact.position] | This is the position held by the Contact being quoted. |
| [quote.contact.postal.street1] | This is line one of the Contact's postal address. |
| [quote.contact.postal.street2] | This is line two of the Contact's postal address. |
| [quote.contact.postal.city] | This is the city of the Contact's postal address. |
| [quote.contact.postal.zipcode] | This is the Contact's postal address zip code. |
| [quote.contact.postal.state.name] | This is the Contact's full state name for their postal address. |
| [quote.contact.postal.state.abbreviation] | This is the Contact's state abbreviation (e.g. CA instead of California) for their postal address. |
| [quote.contact.postal.country.name] | This is the Contact's postal address country. |
| [quote.contact.physical.street1] | This is line one of the Contact's street address. |
| [quote.contact.physical.street2] | This is line two of the Contact's street address. |
| [quote.contact.physical.city] | This is the city of the Contact's street address. |
| [quote.contact.physical.zipcode] | This is the Contact's street address zip code. |
| [quote.contact.physical.state.name] | This is the Contact's full state name for their street address. |
| [quote.contact.physical.state.abbreviation] | This is the Contact's state abbreviation (e.g. CA instead of California) for their street address. |
| [quote.contact.physical.country.name] | This is the Contact's street address country. |
These are the Merge Fields which refer to the specifics of the Quote you are sending. Note that you have any custom fields for your Sale, they'll also appear for you to use. However, these are unique to each account, so we cannot list them below.
| Merge Field | Content |
| [quote.logo] | This is your company's logo. |
| [quote.number] | This is the unique number ID for the Quote |
| [quote.title] | This is the Title of the invoice. |
| [quote.owner.email] | This is the email address of the internal quote owner/manager |
| [quote.owner.firstname] | This is the first name of the internal quote owner/manager. |
| [quote.owner.surname] | This is the surname or last name of the internal quote owner/manager. |
| [quote.today] | This is the current date for the quote. |
| [quote.expiry] | This is the date that the quote will expire. |
| [quote.subtotal] | This is the pre-tax sub-total of the entire quote. |
| [quote.tax] | This is the total tax for the entire invoice. |
| [quote.total] | This is the tax-inclusive total price. |
| [quote.services.subtotal] | This is the subtotal of the services section of your quote. |
| [quote.materials.subtotal] | This is the subtotal of the materials section of your quote. |
| [quote.services.time] | This is the budget of time for your services on the quote. |
| [quote.currency] | This is the currency symbol which the quote was set to use. |