Variables for document templates

Created: 2017-10-08
Last updated: 2019-12-10

Post view count: 39

To create a document template you can use available tags/variables. You can find the list below:
 
Variables for client's document template:
  • {{client.name}} - the name of a client for whom you're creating an offer
  • {{client.post_code}} - client's postal code
  • {{client.city}} - client's company city, in client's profile it's the 'City' field
  • {{client.street}} - client's street, in client's profile it's the 'Street' field
  • {{client_tax_no}} - client's Tax ID
  • {{client.first_name}} -  client's first name
  • {{client.last_name}} - client's last name

Variables for deal's document template
  • {{deal.date}} - deal's creation date
  • {{deal.name}} - deal's name
  • {{deal.description}} - description
  • {{deal.price}}  - deal's value
  • {{deal.responsible_name}}  - deal's person responsible
Variables for your company
  • {{company_city}} 
  • {{company_name}}
  • {{company_street}} 
  • {{company_tax_no}} 
  • {{company_postal_code}} 
  • {{company_phone}}
  • {{company_email}} 


Variables for deals/clients list are the same as in a single deal/client.



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