Author: derekmajor

Here’s a list of all the fields you can map from GeoQuotes to use in your templates. To use them you need to follow the structure ${field_name}

‘name’
‘description’
‘expiry_date’
‘date_sent’
‘subtotal’
‘discount’
‘cost’
‘profit’
‘total’
‘discount_type’
‘discount_value’
‘discount_percent’
‘quote_number’
‘tax_total’
‘total_including_taxes’
‘company_name’
‘date_today’
‘contact_name’
‘quote_stage_id’(to use quote stage)
‘company.addresses.address_1’

For Groups
‘group_name’(NOT available in DOCX template, HTML only!)
‘group_subtotal’ (NOT available in DOCX template, HTML only!)

For products table/line items
‘product.name’
‘product.rate’
‘product.quantity’
‘product.subtotal’
‘product.description’
‘product.image’
‘product.discount’(if using inline discount)

And Sign for signature

Make sure to always have only one product table in template and make sure to put all product.X tags in same line/row because GeoQuotes iterate this to add multiple of them.

It’s also important to mention that any column in monday.com can be used directly in DOCX template using the column name used inside monday.com app.
You can also map monday.com column fields in GeoQuotes Standalone and add those columns to template directly through our system.

If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!

You can easily check your quote’s activity history by accessing the standalone version of GeoQuotes, where you can check if the quote was viewed directly in the list view of the “Quotes” module and through the comments inside the quote link you generated.

If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!

Thanks to our Template Builder, you can easily create templates customized to your every need!

Whenever you want to hide prices or items in quote, you just need to remove the required mapped fields from your template and select it when you are ready to share your quote.

To learn more about the Template Builder click here.

If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!

Although currently not focused in other formats, you can use GeoQuotes to automatically create a document at a certain date using the “recurring” feature.

To achieve that, you will need to create a specific template that won’t pull (map) any information from the quotes fields and select it later.

Inside the “Quotes” module, select the quote you want to be recurring.

Once you click, you will see the image below. Set the information as necessary and click “Save” to complete the action.

After this is set, every selected time period a new quote will be created automatically and you will receive an email reminder about it. It’s important to mention that the recurring action does not send document automatically.

If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!

Now you can add taxes to all line items that apply!

Inside the quote, click in “Add taxes”

After that, you will see a list of taxes available and you can click on “Copy to all line items” to apply to all items.

If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!

You can now add images and variation/customization options to your products, and show them inside the quote!

Go to “Settings” and click on “Products”. Inside it, you can create or select a product to edit.

To enable variations, click on the toggle button that says “Product has Variations?”. If it is showing blue, that means that variations will be enabled for the product and you will see the image below:

If you wish to just add images to your products, you don’t need to enable product variations.
Inside the product you want to add image, you will see the image below:

After you’ve added the images to your products, if you want them to show inside your quote template you will need to add the field to a specific portion of it. Below you can see an example of how that could look like inside the template:

And this is how it could look inside the generated template:

Inside the quote you can see the product images by clicking on the “eye” button:

This feature can be used in both HTML and DOCX templates.

If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!

You can now add your expected close date and how many days before that date you want to be reminded of it.

Once this is set, the system will send an email reminder at 8 am to the user. The system time zone is configured for UTC, and you can customize it inside the “Settings” module in “Config”. If you don’t know your time zone, just click in “Find my time zone”

If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!

You don’t need to open your quotes anymore to save them. Now you can complete that action directly from the list view!

Simply click on the highlighted download icon of the quote you want to save and done!

If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!

You can now set specific discounts (percentage or value) per line item inside the quote.

First you will have to select the toggle above the product table that says, “Want discount per line item?”

After that, all you need to do is select the “discount type” and add the amount in the “discount” column.

Here’s an example of discount percentage

Here’s an example of discount value

If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!

To use digital signature on your quotes, all you need to do is go to “Settings” and then “Config”.

There you will see the toggle for “use quote digital signatures”. To enable it, click on it and you will see it as blue (as the image below). You can also add specific terms and conditions to it (or leave blank if you don’t want to use it).

And done! You are set to start using signatures in quote.

Inside the quote, when you are ready to share the document you will see the option below to select the person you want to sign the document. You will also need to select the “require signature for approval” to add it in your document.

If you have any questions, feel free to send us a message by clicking here. Our support team is ready to help!