What are tokens and how to add them to templates or proposals?
Focus: The focus of this Self Help article is to provide you information and steps in order to add “tokens” to templates and proposals.
What are tokens? A token is piece of code that you can insert into a “content block” that will auto-fill your information. For example, if you have filled out the Company name for your client contact, you can insert in a “Client Company” token to auto-fill that in your proposal. Tokens can be used for the following blocks: Text, Gallery, HTML and Video.
Why use tokens?: We recommend that you use tokens for “templates” and when you use that template for your proposal, it will auto-fill the tokens you have setup.
Step 1: Adding a token to a proposal. Create a new proposal or edit an existing one. Add a Section, then add a Text, Gallery, HTML or video Block. In this example, we will be adding it to a text block.
Step 2: Choose a location in the editor and click on the button with a “YELLOW T” to add a token.
Step 3: From the list of token, select one the categories and then select a token using the Radio button and click OK to add it to the editor.
Example: if you wanted to add the Quote Number to the template or proposal, use token: ::QuoteNumber::
Extra: Below you will find a full detail list of the tokens and what they do:
| Token | Description of Token – What does it add? |
| ::ClientCompany:: | Adds the client company name from Clients |
| ::ClientCompanyAddress:: | Adds the client company address from Clients |
| ::ClientCompanyCity:: | Adds the client company city from Clients |
| ::ClientCompanyCountry:: | Adds the client company country from Clients |
| ::ClientCompanyPostcode:: | Adds the client company zip/Post Code from Clients |
| ::ClientCompanyRegion:: | Adds the client company state/province from Clients |
| ::ClientPhone:: | Adds the client’s phone number from Clients |
| ::ClientPrimaryContactEmail:: | Adds the primary contact for company, email address from Clients |
| ::ClientPrimaryContactFirstName:: | Adds the primary contact for company, first name from clients |
| ::ClientPrimaryContactLastName:: | Adds the primary contact for company, last name from Clients |
| ::ClientPrimaryContactTitle:: | Adds the primary conatct for company, title from Clients. |
| ::ClientPrimaryContactName:: | Adds the primary contact for company, full name from Clients |
| ::ClientWebsite:: | Adds the client company website From Clients |
| ::CurrentDate:: | Adds the current date |
| ::ImageGalleryURL:: | Adds the URL link for the Proposal that goes to the “section/page” where the Gallery block was added. Can only be added to the Gallery block |
| ::ProjectDiscountTotal:: | Provides a currency amount based up the Discount total in section 3 (Price) |
| ::ProjectGrandTotalCost:: | Provides a currency amount based up the Grand total in section 3 (Price) |
| ::ProjectName:: | Provides the name of the proposal |
| ::ProjectOngoingDiscountTotal:: | Provides currency amount based up subscriptions line item discount in section 2 (Price) |
| ::ProjectOngoingGrandTotal:: | Provides currency amount based up subscriptions grand total in section 2 (Price) |
| ::ProjectOngoingTaxTotal:: | Provides currency amount based up subscrtiptions total tax in section 2 (Price) |
| ::ProjectOngoingTotal:: | Provices currency amount based up subscrtiptions Total in section 2 (Price) |
| ::ProjectTaxTotal:: | Provides a currency amount based up the Total tax in section 2 (Price) |
| ::ProjectTotal:: | Provides a currency amount based up the Total cost in section 2 (Price) |
| ::ProposalCreatedDate:: | Adds the Date of when the Proposoal was first created |
| ::ProposalCurrency:: | Adds the Currency set from My Settings > Company Settings |
| ::ProposalExpirationDate:: | Adds the Expiration date IF set in “Proposal Options” |
| ::ProposalSentDate:: | Adds the date of when the proposal is Saved or Sent to the client |
| ::QuoteNumber:: | Provides the Quote Number that is given to the proposal when you first create it. |
| ::SenderCompany:: | Adds the Sender Company Name from Settings > Company |
| ::SenderCompanyAddress:: | Adds the Sender Company Address from Settings > Company |
| ::SenderCompanyCity:: | Adds the Sender Company City from Settings > Company |
| ::SenderCompanyCountry:: | Adds the Sender Company Country from Settings > Company |
| ::SenderCompanyFax:: | Adds the Sender Company Fax number from Settings > Company |
| ::SenderCompanyPhone:: | Adds the Sender Company Phone number from Settings > Company |
| ::SenderCompanyPostcode:: | Adds the Sender Company Zip/Postal Code from Settings > Company |
| ::SenderCompanyRegion:: | Adds the Sender Company State/Province from Settings > Company |
| ::SenderEmail:: | Adds the Sender Email address from Settings > Profile |
| ::SenderEmailSignature:: | Adds the Sender Email signature from Settings > Profile |
| ::SenderName:: | Adds the Sender Full name from Settings > Profile |
| ::SenderPhone:: | Adds the Sender Phone number from Settings > Profile |
| ::SenderTitle:: | Adds the Sender Title from Settings > Profile |
| ::SenderWebsite:: | Adds the Sender Website from Settings > Company |
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