Audience: Builder

Read time: 4 min

Article contents: How to steps

The purpose of the customisable quote letter is to allow users to create a custom quote letter with all the information that you wish to show. These commands are entered in the Advanced Editing in any of the sections.

Business Details Commands

These commands can be entered directly into any section.

Company Name

{{tenant.companyName}}

Address 1

{{tenant.address1}}

Address 2

{{tenant.address2}}

CityTown

{tenant.cityTown}}

State

{{tenant.state}}

PostCode

{{tenant.postCode}}

Country

{{tenant.country}}

Email

{{tenant.email}}

Phone

{{tenant.phone}}

Logo

{{tenant.logoUrl}}

Website

{{tenant.website}}

Licenses

{{tenant.licenses}}

ABN

{{tenant.abn}}

Estimate Details Commands

These commands can be entered directly into any section.

Description

{{estimate.description}}

Number

{{estimate.number}}

is New Tax

{{estimate.isNewTax}}

Building Type

{{estimate.buildingType}}

Quote Expiry

{{estimate.quoteExpiry}}

Quote Generated Date

{{estimate.quoteGeneratedDate}}

Quoted Total (ex. Tax)

{{estimate.quotedTotalExTax}}

Quoted Total Tax

{{estimate.quotedTotalTax}}

Quoted Total (Inc. Tax)

{{estimate.quotedTotalIncTax}}

Works Location Address

{{estimate.worksLocationAddress}}

Works Location Suburb

{{estimate.worksLocationSuburb}}

Works Location State

{{estimate.worksLocationState}}

Works Location Postcode

{{estimate.worksLocationPostcode}}

Markup

{{estimate.markup}}

Tax Label

{{estimate.taxLabel}}

Specification Introduction

{{estimate.specificationIntroduction}}

Specification Commands

This needs to run in a loop for each Specification item. To be able to able to do this you will need the following rule and have the command included within:

rules: {
repeat: {
name: 'Repeat for Each Specification',
before: '{{#estimateSpecifications}}',
after: '{{/estimateSpecifications}}',
}
}

Specification Number

{{specificationNumber}}

Specification

{{specification}}

Category

{{category}}

Image URL

{{imageUrl}}

Category with Items Commands

This needs to run in a loop for each Category with Items. To be able to able to do this you will need the following rule and have the command included within:

rules: {
repeat: {
name: 'Repeat for Each Category',
before: '{{#categoryWithItems}}',
after: '{{/categoryWithItems}}',
}
}

Index

{{index}}

Description

{{description}}

Category Number

{{categoryNumber}}

Total Excluding Tax

{{totalExcTax}}

Total Including Tax

{{totalIncTax}}

Total Tax

{{totalTax}}

Category Item Commands

This needs to run in a loop for each Category Item. To be able to able to do this you will need the following rule and have the command included within:

rules: {
repeat: {
name: 'Repeat for Each Category Items',
before: '{{#categoryItems}}',
after: '{{/categoryItems}}',
}
}

Index

{{index}}

Description

{{description}}

Item Number

{{itemNumber}}

Units

{{units}}

Unit of Measure

{{uom}}

Total Exclusive Tax

{{totalExcTax}}

Total Inclusive Tax

{{totalIncTax}}

Total Tax

{{totalTax}}

Recipe Item Commands

This needs to run in a loop for each Recipe Item. To be able to able to do this you will need the following rule and have the command included within:

rules: { 
repeat: {
name: 'Repeat for Each Recipe Item',
before: '{{#recipeItems}}',
after: '{{/recipeItems}}',
}
}

Description

{{description}}

Units

{{units}}

Unit of Measure

{{uom}}

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