Placeholders for estimates and records

Estimates

Placeholder Description
[Offer.offer_number] estimate number, composed of prefix and the running estimate number
[Offer.number_pre] estimate number prefix
[Offer.number] current estimate number
[Offer.label] estimate label
[Offer.date] date of estimate
[Offer.validity_date] effective date
[Offer.address] complete estimate address
[Offer.intro] introductory text before estimate positions
[Offer.note] comment text after estimate positions
[Offer.total_gross] total gross amount
[Offer.total_net] total net amount
[Offer.reduction] entered reduction (e.g. "10%" or "10")
[Offer.reduction_amount] reduction amount
[Offer.total_gross_unreduced] total gross amount without reduction 
[Offer.total_net_unreduced] total net amount without reduction
[Offer.total_gross_plain] total gross amount without specifying currency
[Offer.total_net_plain] total net without specifying currency
[Offer.currency_code] 3-digit ISO currency code
[Offer.status] Status (e.g. DRAFT, OPEN, ...)

Angebotspositionen

The placeholders for the estimate positions need to be within the range of the block “OfferItems”.

For example: blockStart_OfferItems [OfferItem.title] blockEnd_OfferItems

Blocks cannot be used in email templates.

Placeholder Description
[OfferItem.position] item position number
[OfferItem.unit] item unit
[OfferItem.quantity] item quantity
[OfferItem.unit_price] price per unit
[OfferItem.unit_price_rounded] price per unit (rounded to 2 decimal places)
[OfferItem.tax_name] tax designation
[OfferItem.tax_rate] tax rate
[OfferItem.tax_amount] tax amount
[OfferItem.tax_amount_rounded] tax amount (rounded to 2 decimal places)
[OfferItem.title] item title
[OfferItem.description] item description
[OfferItem.total_gross] gross amount
[OfferItem.total_gross_rounded] gross amount (rounded to 2 decimal places)
[OfferItem.total_net] net amount
[OfferItem.total_net_rounded] net amount (rounded to 2 decimal places)
[OfferItem.total_gross_plain] total gross amount without specifying currency
[OfferItem.total_net_plain] total net without specifying currency
[OfferItem.reduction]  
[OfferItem.reduction_amount]  
[OfferItem.total_gross_unreduced]  
[OfferItem.total_net_unreduced]

[OfferItem.optional] 1, if item is optional. Otherwise 0.

 

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