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When creating quotes, the following tokens are available to you. All occurrences will be replaced when the document is created.
Quote Template Tips
If keywords occur more than once in your document, all occurrences will be replaced with the new value.
Case does not matter. $QuoteDate and $quotedate will both be replaced by the date the quote was issued.
The replacement values will use the style of the keyword. If your quote template has the word $Contact (formatted as shown) the replacement value might be Bob Jones. If the keyword $CustomerNumber is formatted as shown, the replaced value might be A1001.
You are not required to use any or all of the keywords in your quote. They are available to use if you wish.
Keywords may be placed anywhere in the document, including the header and footer.
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