Variables for document templates
Created:
2017-10-08
Last updated: 2019-12-10
Last updated: 2019-12-10
Post view count: 1298
To create a document template you can use available tags/variables. You can find the list below:
Variables for client's document template:
Variables for deal's document template
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
- {{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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