Overview
This guide outlines all supported placeholders that can be used in your document templates for Quotes. These placeholders allow you to dynamically insert relevant data when generating quote PDF files from templates.
How Do Placeholders Work?
Placeholders are variables enclosed in curly braces (e.g., {quoteNumber}) that will be
automatically replaced with actual data when a document is generated.
You can insert these placeholders anywhere in your template file to populate dynamic values.
Quote Info Placeholders
The following placeholders can be used for general quote information:
| Placeholder | Description |
|---|---|
| {organizationName} | Your organization’s name |
| {issueDate} | The date the quote was issued |
| {expireDate} | The expiration date of the quote |
| {quoteNumber} | The quote number |
| {salespersonName} | The name of the assigned salesperson |
| {projectCode} | The project code linked to the quote |
| {projectName} | The project name linked to the quote |
| {notes} | Additional notes added to the quote |
| {currency} | The currency code (e.g., AUD, NZD, GBP, EUR, USD) |
| {taxIncluded} | Whether tax is included in item prices |
| {taxRate} | The tax rate applied to the quote |
| {orderSubTotal} | Subtotal amount before tax |
| {orderTotalTax} | Total tax amount |
| {orderTotalExclTax} | Total amount excluding tax |
| {orderTotalInclTax} | Total amount including tax |
| {customerName} | The customer’s name |
| {billingAddressStreet} | Billing address street |
| {billingAddressCity} | Billing address city |
| {billingAddressRegion} | Billing address region/state |
| {billingAddressPostalCode} | Billing address postal code |
| {billingAddressCountry} | Billing address country |
| {shippingAddressStreet} | Shipping address street |
| {shippingAddressCity} | Shipping address city |
| {shippingAddressRegion} | Shipping address region/state |
| {shippingAddressPostalCode} | Shipping address postal code |
| {shippingAddressCountry} | Shipping address country |
| {orderItems} | List of all line items (used in item table loops) |
Item Table Placeholders
These placeholders are used within the quote item table section:
| Placeholder | Description |
|---|---|
| {code} | The product code |
| {name} | The product name or package name |
| {reference} | The product reference |
| {barcode} | The product barcode |
| {unit} | The product unit |
| {price} | The product unit price |
| {discount} | The discount applied to the item |
| {qty} | The quantity of the item |
| {total} | The total amount for the item |
