Channel Connect allows organisations to set up their own e-mail and attachment templates in HTML. If you are an enterprise user you can set up a default template during the quote designer stage. Or for standard users you can set this up against yours and your resellers in Organisation >> Manage Organisation >> Products (Note, any change you make here will be reflected downstream to your reseller accounts unless you explicitly modify the product templates against a reseller account)
You can use the following variable tags in setting up your quote and order templates:
{{QuoteID}} |
The unique identifier for the quote |
{{QuoteName}} |
The name given to the quote by the user |
{{OrganisationName}} |
The name of the organisation for which the quote was generated |
{{DeliveryAddress}} |
The delivery address for the quote as a single line |
{{DeliveryAddressBuildingName}} |
The build name portion of the delivery address |
{{DeliveryAddressBuildingNumber}} |
The build number portion of the delivery address |
{{DeliveryAddressStreet}} |
The street portion of the delivery address |
{{DeliveryAddressSubStreet}} |
The sub-street portion of the delivery address |
{{DeliveryAddressCity}} |
The city portion of the delivery address |
{{DeliveryAddressPostcode}} |
The postcode portion of the delivery address |
{{DeliveryAddressState}} |
The state portion of the delivery address |
{{DeliveryAddressCountry}} |
The country portion of the delivery address |
{{ContactMemberName}} |
The name of the member who is the contact for the quote |
{{ContactMemberEmailAddress}} |
The email address of the member who is the contact for the quote |
{{ContactMemberTelephone}} |
The telephone number of the member who is the contact for the quote |
{{Reference}} |
The reference given for the quote by the user |
{{Comments}} |
The comments given for the quote by the user |
{{GeneratedByMemberName}} |
The name of the member who generated the quote |
{{GeneratedByMemberEmailAddress}} |
The email address of the member who generated the quote |
{{GeneratedByMemberTelephone}} |
The telephone number of the member who generated the quote |
{{DiscountCode}} |
The discount code applied to the quote |
{{TaxName}} |
The name of the type of tax applied to the quote e.g. GST, VAT |
{{TaxRate}} |
The tax percentage applied to the quote |
{{DateCreated}} |
The date and time the quote was created |
{{QuoteTotal}} |
The total cost of the quote |
{{QuoteSubTotal}} |
The total cost of the quote's products without the tax component |
{{QuoteTax}} |
The tax amount of the quote |
{{ProductTable}} |
A table containing the list of products in the quote |
{{OrderID}} |
The unique order number for an order |
{{OrderName}} |
The project name for the order |
{{Properties[PUA_TEXT]}} |
The PUA comparison product text |
{{CurrencyName}} |
The currency for the quote / order |
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