Video Overview
Example Quote Template Document
Adding Merge Fields to Word
Please see the above video on how to add merge fields to a Word document and upload it to Drum.
Available Merge Fields For Word Quote Document
Quote Details
quote.name
The quote number generated upon quote creation.
quote.description
The contents of the description field in the left-hand column of the quote page.
quote.sent
The formatted date of the date the quote was marked as "sent" in Drum.
quote.expiry
The formatted date of the quote expiry.
quote.total.format
The total value of the quote (without dollar symbol).
quote.tax_amount
The tax amount calculated for the quote as a whole. Adding ".format" to the end will format the total as a currency and include a dollar symbol.
Quote Sections and Lines
quote_sections
Used to iterate through each quote section within your Drum quote. The Merge Field in Word should be formatted as:
quote_sections:each(section)
And you can finish iterating through each section with:
quote_sections:endEach
You can then access each individual section within that loop with the following fields:
section.name
The name of the quote section in Drum.
section.position
The position of the section in Drum, starting from 1.
section.total_excluding_tax
The total of the section, excluding any calculated tax amounts. Adding ".format" to the end will format the total as a currency and include a dollar symbol.
section.tax_amount
The tax amount calculated for that section. Adding ".format" to the end will format the total as a currency and include a dollar symbol.
section.total.format
The total of that section, including tax. Adding ".format" to the end will format the total as a currency and include a dollar symbol.
Line Items
Within each section , you can also iterate through the quote line items added to Drum. You can iterate through line items with the same rules as sections, except that iterating through line items must be performed within the quote_sections:each(section) and quote_sections:endEach block.
Iterate through line items by adding the following to your Word template document:
section.quote_lines:each(line_item)
You can finish iterating through line items with:
section.quote_lines:endEach
Within the above block, you can add the following merge fields:
line_item.name
The name (or description) of each line item.
line_item.quantity
The quantity nominated for each line item.
line_item.position
The position of the line item within it's parent section, starting at 1.
line_item.total
The total of that line, including tax. Adding ".format" to the end will format the total as a currency and include a dollar symbol.
line_item.total_excluding_tax
The total of that line, excluding tax. Adding ".format" to the end will format the total as a currency and include a dollar symbol.
line_item.tax_amount
The total tax amount of that line. Adding ".format" to the end will format the total as a currency and include a dollar symbol.
Project Details
project.name or project.name_uppercase
The name of the opportunity that the quote belongs to.
project.description or project.description_uppercase
The description of the parent opportunity.
address.summary
A summarised version of the project address.
Client Details
company.name
The trading name or legal name of the company that the quote is for.
client_address.summary
The summarised address for the quote's associated company.
Contact Details
primary_contact.name
The full name of the company's primary contact.
General
date
The formatted date of the day the quote document was created.