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The following macros are available in QuoteValet when making customizations to the QuoteValet templates. For a definition list of these macros, see the DocumentHeaders fields and DocumentItems fields sections.
DocumentHeader Macros: [DH_&ALTERNATECOMMISSIONAMOUNT] [DH_&ALTERNATECURRENCYIDENTIFIER] [DH_&ALTERNATECURRENCYSYMBOL] [DH_&ALTERNATEGSTTAX] [DH_&ALTERNATEPROFITAMOUNT] [DH_&ALTERNATESHIPPINGAMOUNT] [DH_&ALTERNATETOTALCOST] [DH_&ALTERNATETOTALLIST] [DH_&BILLTOADDRESS] [DH_&BILLTOFIRSTNAME] [DH_&BILLTOFULLADDRESS] [DH_&BILLTOINLINEADDRESS] [DH_&BILLTOLASTNAME] [DH_&FIRSTNAME] [DH_&GSTTAXABLEAMOUNT] [DH_&LASTNAME] [DH_&LINE1DESCRIPTION] [DH_&LINE1MANUFACTURER] [DH_&LINE1MANUFACTURERPARTNUMBER] [DH_&LINE1VENDOR] [DH_&LINE1VENDORPARTNUMBER] [DH_&LINEITEMCOUNT] [DH_&NEVERBEENSAVED] [DH_&PAYMENTOPTIONS] [DH_&PAYMENTOPTIONS_INDICATESELECTED] [DH_&POVENDORACCOUNTINGID] [DH_&POVENDORACCOUNTNUMBER] [DH_&POVENDORADDRESS] [DH_&POVENDORADDRESS1] [DH_&POVENDORADDRESS2] [DH_&POVENDORADDRESS3] [DH_&POVENDORCITY] [DH_&POVENDORCOMPANY] [DH_&POVENDORCONTACT] [DH_&POVENDORCOUNTRY] [DH_&POVENDOREMAIL] [DH_&POVENDORFAX] [DH_&POVENDORFAXEXT] [DH_&POVENDORFULLADDRESS] [DH_&POVENDORMOBILE] [DH_&POVENDORPHONE] [DH_&POVENDORPHONEEXT] [DH_&POVENDORPOSTALCODE] [DH_&POVENDORSALESREP] [DH_&POVENDORSTATE] [DH_&POVENDORTERMS] [DH_&PREPAREDBYADDRESS] [DH_&PREPAREDBYADDRESS1] [DH_&PREPAREDBYADDRESS2] [DH_&PREPAREDBYADDRESS3] [DH_&PREPAREDBYCITY] [DH_&PREPAREDBYCOUNTRY] [DH_&PREPAREDBYCUSTOMTEXT01] [DH_&PREPAREDBYCUSTOMTEXT02] [DH_&PREPAREDBYELECTRONICSIGNATUREFILE] [DH_&PREPAREDBYEMAIL] [DH_&PREPAREDBYFAX] [DH_&PREPAREDBYFAXA] [DH_&PREPAREDBYFAXEXT] [DH_&PREPAREDBYFULLADDRESS] [DH_&PREPAREDBYFULLADDRESSA] [DH_&PREPAREDBYFULLNAME] [DH_&PREPAREDBYFULLNAMEORUSERNAME] [DH_&PREPAREDBYINLINEADDRESS] [DH_&PREPAREDBYMOBILEPHONE] [DH_&PREPAREDBYPHONE] [DH_&PREPAREDBYPHONEEXT] [DH_&PREPAREDBYPHONEWITHEXT] [DH_&PREPAREDBYPHONEWITHEXTA] [DH_&PREPAREDBYPICTUREFILE] [DH_&PREPAREDBYPOSTALCODE] [DH_&PREPAREDBYSTATE] [DH_&PREPAREDBYTITLE] [DH_&PREPAREDBYUSERNAME] [DH_&PROFITPERCENT] [DH_&PSTTAXABLEAMOUNT] [DH_"EVALETAPPROVALURL] [DH_"EVALETCUSTOMERFACINGURL] [DH_"EVALETCUSTOMERFACINGURL] [DH_"EVALETPAYMENTREQUESTURL] [DH_"EVALETPEERREVIEWURL] [DH_&READONLYMODE] [DH_&RecurringRevenueAnnualSubtotal] [DH_&RecurringRevenueAnnualSubtotalWithTax] [DH_&RecurringRevenueMonthlySubtotal] [DH_&RecurringRevenueMonthlySubtotalWithTax] [DH_&RecurringRevenueQuarterlySubtotal] [DH_&RecurringRevenueQuarterlySubtotalWithTax] [DH_&RecurringRevenueWeeklySubtotal] [DH_&RecurringRevenueWeeklySubtotalWithTax] [DH_&SALESREPADDRESS] [DH_&SALESREPADDRESS1] [DH_&SalesRepAddress1] [DH_&SalesRepAddress1] [DH_&SALESREPADDRESS2] [DH_&SalesRepAddress2] [DH_&SalesRepAddress2] [DH_&SALESREPADDRESS3] [DH_&SalesRepAddress3] [DH_&SalesRepAddress3] [DH_&SALESREPCITY] [DH_&SalesRepCity] [DH_&SalesRepCity] [DH_&SALESREPCOUNTRY] [DH_&SALESREPCUSTOMTEXT01] [DH_&SALESREPCUSTOMTEXT02] [DH_&SALESREPELECTRONICSIGNATUREFILE] [DH_&SALESREPEMAIL] [DH_&SALESREPFAX] [DH_&SALESREPFAXA] [DH_&SALESREPFAXEXT] [DH_&SALESREPFULLADDRESS] [DH_&SALESREPFULLADDRESSA] [DH_&SALESREPFULLNAME] [DH_&SALESREPFULLNAMEORUSERNAME] [DH_&SALESREPINLINEADDRESS] [DH_&SALESREPMOBILEPHONE] [DH_&SALESREPPHONE] [DH_&SALESREPPHONEEXT] [DH_&SALESREPPHONEWITHEXT] [DH_&SALESREPPHONEWITHEXTA] [DH_&SALESREPPICTUREFILE] [DH_&SALESREPPOSTALCODE] [DH_&SalesRepPostalCode] [DH_&SalesRepPostalCode] [DH_&SALESREPSTATE] [DH_&SalesRepState] [DH_&SalesRepState] [DH_&SALESREPTITLE] [DH_&SALESREPUSERNAME] [DH_&SHIPTOADDRESS] [DH_&SHIPTOFIRSTNAME] [DH_&SHIPTOFULLADDRESS] [DH_&SHIPTOINLINEADDRESS] [DH_&SHIPTOLASTNAME] [DH_&SOLDTOADDRESS] [DH_&SOLDTOFIRSTNAME] [DH_&SOLDTOFULLADDRESS] [DH_&SOLDTOINLINEADDRESS] [DH_&SOLDTOLASTNAME] [DH_&TAXABLEAMOUNT] [DH_&TOTALCOST] [DH_&TOTALLIST] [DH_&TOTALWEIGHT] [DH_&URLTOOPENDOCUMENT] [DH_&VIDEO1_TITLE] [DH_&VIDEO1_URL] [DH_&VIDEO2_TITLE] [DH_&VIDEO2_URL] [DH_&VIDEO3_TITLE] [DH_&VIDEO3_URL] [DH_&VIEWONLYMODE] [DH_AcceptanceNotes] [DH_AlternateDepositAmount] [DH_AlternateGrandTotal] [DH_AlternateGSTTax] [DH_AlternateLocalTax] [DH_AlternateShippingAmount] [DH_AlternateSubTotal] [DH_AlternateTotalTax] [DH_ApprovalRequestedMethod] [DH_ApprovalRequestedOn] [DH_ApprovedBy1] [DH_ApprovedBy2] [DH_ApprovedOn1] [DH_ApprovedOn2] [DH_BaseCurrency] [DH_BillToAddress1] [DH_BillToAddress2] [DH_BillToAddress3] [DH_BillToCity] [DH_BillToCMAccountNo] [DH_BillToCompany] [DH_BillToContact] [DH_BillToCountry] [DH_BillToEmail] [DH_BillToFax] [DH_BillToFaxExt] [DH_BillToPhone] [DH_BillToPhoneExt] [DH_BillToPostalCode] [DH_BillToState] [DH_BillToTitle] [DH_ClosingNotes] [DH_CommissionAmount] [DH_ContractEndDate] [DH_ContractStartDate] [DH_ConvertedBy] [DH_ConvertedFromBy] [DH_ConvertedFromOn] [DH_ConvertedFromRef] [DH_ConvertedOn] [DH_ConvertedRef] [DH_Created] [DH_CreatedBy] [DH_CustomDate01] [DH_CustomDate02] [DH_CustomNumber01] [DH_CustomNumber02] [DH_CustomText01] [DH_CustomText02] [DH_CustomText03] [DH_CustomText04] [DH_CustomText05] [DH_CustomText06] [DH_CustomText07] [DH_CustomText08] [DH_CustomText09] [DH_CustomText10] [DH_CustomText11] [DH_CustomText12] [DH_CustomText13] [DH_CustomText14] [DH_CustomText15] [DH_CustomText16] [DH_CustomText17] [DH_CustomText18] [DH_CustomText19] [DH_CustomText20] [DH_CustomText21] [DH_CustomText22] [DH_CustomText23] [DH_CustomText24] [DH_DepositAmount] [DH_DepositAmountRef] [DH_DepositAmountRef2] [DH_DepositMethodData] [DH_DocDate] [DH_DocDueDate] [DH_DocName] [DH_DocNo] [DH_DocStatus] [DH_DocType] [DH_DynamicStorageDH] [DH_ExchangeRate] [DH_ExpirationDate] [DH_FOB] [DH_GrandTotal] [DH_GSTTax] [DH_GSTTaxRate] [DH_IntegrationData] [DH_InternalNotes] [DH_IntroductionNotes] [DH_LastModified] [DH_LineAttributeGroupMember] [DH_LineAttributeHidePrice] [DH_LineAttributeHideQuantity] [DH_LineAttributeOption] [DH_LineAttributeSelectedOption] [DH_LineTypeSummaryIsSectionHeader] [DH_LineTypeSummaryIsTotaling] [DH_LocalTax] [DH_LocalTaxRate] [DH_Locked] [DH_PaymentOptionsData] [DH_ProfitAmount] [DH_ProjectNo] [DH_PSTIsCompounded] [DH_PurchasingNotes] [DH_QuoteValetDocumentID] [DH_RecGUID] [DH_RecurringRevenueMonthlySubtotal] [DH_RevisionMasterDocNo] [DH_SalesRep] [DH_SalesRepinlineAddress] [DH_ShippingAmount] [DH_ShipToAddress1] [DH_ShipToAddress2] [DH_ShipToAddress3] [DH_ShipToCity] [DH_ShipToCMAccountNo] [DH_ShipToCompany] [DH_ShipToContact] [DH_ShipToCountry] [DH_ShipToEmail] [DH_ShipToFax] [DH_ShipToFaxExt] [DH_ShipToPhone] [DH_ShipToPhoneExt] [DH_ShipToPostalCode] [DH_ShipToState] [DH_ShipToTitle] [DH_ShipVia] [DH_SoldToAddress1] [DH_SoldToAddress2] [DH_SoldToAddress3] [DH_SoldToCity] [DH_SoldToCMAccountNo] [DH_SoldToCMCallRecID] [DH_SoldToCMLinkRecID] [DH_SoldToCMOppRecID] [DH_SoldToCompany] [DH_SoldToContact] [DH_SoldToCountry] [DH_SoldToEmail] [DH_SoldToFax] [DH_SoldToFaxExt] [DH_SoldToLastName] [DH_SoldToPhone] [DH_SoldToPhoneExt] [DH_SoldToPONumber] [DH_SoldToPostalCode] [DH_SoldToPriceProfile] [DH_SoldToState] [DH_SoldToTitle] [DH_SubTotal] [DH_Superceeded] [DH_TaxSystem] [DH_Terms] [DH_TotalTax] |
DocumentItem Macros: [DI_&EXTENDEDCOST_ACTUAL] [DI_&EXTENDEDLIST_ACTUAL] [DI_&EXTENDEDPRICE_ACTUAL] [DI_&GroupExtendedCostPreRecurring] [DI_&GroupExtendedPricePreRecurring] [DI_&GroupExtendedPriceWithTaxPreRecurring] [DI_&GSTTAX] [DI_&LINE1DESCRIPTION] [DI_&LINE1MANUFACTURER] [DI_&LINE1MANUFACTURERPARTNUMBER] [DI_&LINE1VENDOR] [DI_&LINE1VENDORPARTNUMBER] [DI_&LINEATTRIBUTEALTISOVERIDED] [DI_&LINEATTRIBUTEEXCLUDE] [DI_&LINEATTRIBUTEGROUPMEMBER] [DI_&LINEATTRIBUTEHIDEPRICE] [DI_&LINEATTRIBUTEHIDEQUANTITY] [DI_&LINEATTRIBUTEISRECURRING] [DI_&LINEATTRIBUTEOPTION] [DI_&LINEATTRIBUTEPRINT] [DI_&LINEATTRIBUTEPRINTPICTURE] [DI_&LINEATTRIBUTESELECTEDOPTION] [DI_&LINEITEMCOUNT] [DI_&LINENUMBER] [DI_&LINENUMBERACTUAL] [DI_&LINENUMBERACTUALPADDED] [DI_&LINENUMBERPADDED] [DI_&LINETYPESUMMARYISSECTIONHEADER] [DI_&LINETYPESUMMARYISTOTALING] [DI_&ProfitAmount] [DI_&ProfitMargin] [DI_&PSTTAX] [DI_&QTYGROUPMEMBERTOTAL_ACTUAL] [DI_&QTYGROUPMULTIPLIER_ACTUAL] [DI_&QTYTOTAL_ACTUAL] [DI_&RecurringBillingCycle] [DI_&RecurringFirstPaymentIncluded] [DI_&RecurringRevenueAnnual] [DI_&RecurringRevenueAnnualWithTax] [DI_&RecurringRevenueMonthly] [DI_&RecurringRevenueMonthlyWithTax] [DI_&RecurringRevenueQuarterly] [DI_&RecurringRevenueQuarterlyWithTax] [DI_&RecurringRevenueWeekly] [DI_&RecurringRevenueWeeklyWithTax] [DI_&RecurringRevenueWithTax] [DI_&UNITCOST_ACTUAL] [DI_&UNITLIST_ACTUAL] [DI_&UNITPRICE_ACTUAL] [DI_&VIDEO1_TITLE] [DI_&VIDEO1_URL] [DI_AlternateExtendedCost] [DI_AlternateExtendedList] [DI_AlternateExtendedPrice] [DI_AlternateSalesTax] [DI_AlternateShippingAmount] [DI_AlternateUnitCost] [DI_AlternateUnitList] [DI_AlternateUnitPrice] [DI_CloseProbability] [DI_CostModifier] [DI_CustomDate01] [DI_CustomDate02] [DI_CustomMemo01] [DI_CustomMemo02] [DI_CustomMemo03] [DI_CustomMemo04] [DI_CustomMemo05] [DI_CustomNumber01] [DI_CustomNumber02] [DI_CustomNumber03] [DI_CustomNumber04] [DI_CustomNumber05] [DI_CustomText01] [DI_CustomText02] [DI_CustomText03] [DI_CustomText04] [DI_CustomText05] [DI_CustomText06] [DI_CustomText07] [DI_CustomText08] [DI_CustomText09] [DI_CustomText10] [DI_CustomText11] [DI_CustomText12] [DI_CustomText13] [DI_CustomText14] [DI_CustomText15] [DI_CustomText16] [DI_CustomText17] [DI_CustomText18] [DI_CustomText19] [DI_CustomText20] [DI_Description] [DI_ExclusiveOptionGroup] [DI_ExtendedCost] [DI_ExtendedList] [DI_ExtendedPrice] [DI_ExtendedWeight] [DI_ItemType] [DI_ItemURL] [DI_LineAttributes] [DI_LineType] [DI_Manufacturer] [DI_ManufacturerPartNumber] [DI_Notes] [DI_OrderDate] [DI_PictureFile] [DI_PONumber] [DI_PriceModifier] [DI_QtyBase] [DI_QtyGroupMultiplier] [DI_QtyMultiplier1] [DI_QtyMultiplier2] [DI_QtyMultiplier3] [DI_QtyMultiplier4] [DI_QtyTotal] [DI_RecurringBillingCycle] [DI_RecurringCycleBasis] [DI_RecurringEndDate] [DI_RecurringFirstPaymentIncluded] [DI_RecurringStartDate] [DI_SalesTax] [DI_ShippingAmount] [DI_SONumber] [DI_TaxCode] [DI_UnitCost] [DI_UnitList] [DI_UnitOfMeasure] [DI_UnitOfMeasureFactor] [DI_UnitOfPricing] [DI_UnitOfPricingFactor] [DI_UnitPrice] [DI_UnitWeight] [DI_Vendor] [DI_VendorPartNumber] |