Support / FAQ

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.

Templates - Create a Template - Text block, editor and save

Step 2: Choose a location in the editor and click on the button with a “YELLOW T” to add a token.

Templates - Edit Content - Token Selector

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.

Templates - Edit Content - Token Selector - Tokens

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:

TokenDescription 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
 


Have Questions, please feel free to contact us?
For faster support, please login into your Quote Roller account and click on the blue Help/Questions button found on the upper right of your account.

 

Posted in: Proposals, Templates