List of merge fields for quotes

VOGSY provides a set of merge fields that you can use as part of your quote template. The merge fields are mapped to opportunity data. When the quote is generated, the merge fields will be replaced with the associated data from the associated opportunity. For example, opportunity_name will be replaced with the name that is set in the Name field on the quote’s Opportunity page.

As the sample illustrates, each merge field must be placed between double braces.

Here is the complete list of merge fields that you can use when customizing your quote template:

Variable Data source

Variable	Data source
`document_description`	Type of quote: Draft or Quote.
`account_manager`	Account manager from the customer’s Organization page.
`quote_number`	Generated by VOGSY
`quote_date`	Generated by VOGSY
`completion_date`	The expected completion date of the associated opportunity. Generated by VOGSY from the quote’s opportunity page.
`contact_name`	Generated by VOGSY from the quote’s project page.
`contact_salutation`	The specific title or form of address used to indicate how you should refer to someone in a formal or professional setting. It usually includes honorifics such as "Mr.," "Mrs.," "Miss," "Ms.," "Dr.," "Prof.," and others.
`opportunity_name`	The name of the opportunity associated with the quote. Generated by VOGSY from the quote’s opportunity page.
`opportunity_description`	A short declaration about the scope and potential of the opportunity or any other relevant information that it might be useful for your team members to know. Generated by VOGSY from the quote’s opportunity page.
`recurring_revenue`	The expected earnings from this opportunity. Generated by VOGSY from the quote’s opportunity page.
`revenue`	The expected earnings from this opportunity. Generated by VOGSY from the quote’s opportunity page.
`company_name`	The name of the company to receive the quote.
`company_address`	The address of the company to receive the quote.
`company_address_oneline`	Allows you to enter the company’s address on one line.
`organization_name`	The name of the organization associated with the quote. Generated by VOGSY from the quote’s opportunity page.
`organization_address`	The address of the organization associated with the quote. Generated by VOGSY from the associated Organization page.
`project_order_value`	The Order value from the project card.
`project_name`	The name of the project associated with the quote.
`project_description`	Generated by VOGSY from the Description field on the quote’s project page.
`currency_symbol`	Currency field on the quote’s project page.
`currency_code`	The currency codes of the country of origin of the company receiving the quote.

document_description

Type of quote: Draft or Quote.

account_manager

Account manager from the customer’s Organization page.

quote_number

Generated by VOGSY

quote_date

Generated by VOGSY

completion_date

The expected completion date of the associated opportunity. Generated by VOGSY from the quote’s opportunity page.

contact_name

Generated by VOGSY from the quote’s project page.

contact_salutation

The specific title or form of address used to indicate how you should refer to someone in a formal or professional setting. It usually includes honorifics such as "Mr.," "Mrs.," "Miss," "Ms.," "Dr.," "Prof.," and others.

opportunity_name

The name of the opportunity associated with the quote. Generated by VOGSY from the quote’s opportunity page.

opportunity_description

A short declaration about the scope and potential of the opportunity or any other relevant information that it might be useful for your team members to know. Generated by VOGSY from the quote’s opportunity page.

recurring_revenue

The expected earnings from this opportunity. Generated by VOGSY from the quote’s opportunity page.

revenue

The expected earnings from this opportunity. Generated by VOGSY from the quote’s opportunity page.

company_name

The name of the company to receive the quote.

company_address

The address of the company to receive the quote.

company_address_oneline

Allows you to enter the company’s address on one line.

organization_name

The name of the organization associated with the quote. Generated by VOGSY from the quote’s opportunity page.

organization_address

The address of the organization associated with the quote. Generated by VOGSY from the associated Organization page.

project_order_value

The Order value from the project card.

project_name

The name of the project associated with the quote.

project_description

Generated by VOGSY from the Description field on the quote’s project page.

currency_symbol

Currency field on the quote’s project page.

currency_code

The currency codes of the country of origin of the company receiving the quote.