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Enter data into your proposals faster.
Placeholders are fragments of text used to quickly include information on your proposals. When you use them, they will automatically populate your proposals with the information associated to them, so you don’t have to do it manually.
To insert a placeholder on your quote, double click on the place you will insert it, and then click the Placeholders button of the editor menu.
Available placeholders:
PROPOSALS
- {{quote_description}}
- {{quote_code}}
- {{quote_date}}
- {{quote_expiration_date}}
- {{quote_version}}
BUSINESS
- {{business_name}}
- {{business_address}}
- {{business_address_2}}
- {{business_state}}
- {{business_city}}
- {{business_country}}
- {{business_zip}}
- {{business_web}}
CONTACT
- {{contact_email}}
- {{contact_name}}
- {{contact_last_name}}
- {{contact_primary_phone}}
- {{contact_secondary_phone}}
- {{contact_appointment}}
- {{contact_business_name}}
- {{contact_id_number}}
- {{contact_address}}
- {{contact_address_2}}
- {{contact_city}}
- {{contact_state}}
- {{contact_country}}
- {{contact_zip}}
