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)
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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!