QuoteWerks Support Portal

Hi Steve,

Thank you for your list, we caught about 10 we did not have in our list. In the next couple of days we will be updating our online helpfile with the comprehensive list of macros:

https://www.quotewerks.com/helpfile/qwhelp.htm?quotevalet_macros.htm

Until then, here is our current list:

QuoteValet specific macros:

[Begin_AcceptanceAccepted]

[Begin_AcceptanceAccepted]

[Begin_AcceptanceNotYetAccepted]

[Begin_AcceptanceNotYetAccepted]

[Begin_ApprovalActivity]

[Begin_ApprovalActivityNoItemsFound]

[Begin_ApprovalCanApprove]

[Begin_ApprovalCanNotApprove]

[Begin_ApprovalStatus]

[Begin_ApprovalStatusApproved]

[Begin_ApprovalStatusNotApproved]

[Begin_Comment]

[Begin_CommentFromCustomer]

[Begin_CommentFromSalesRep]

[Begin_CommentFromSalesRepSynopsis]

[Begin_CommentNoItemsFound]

[Begin_DepositNotSet]

[Begin_DepositSet]

[Begin_DocumentNotRecalled]

[Begin_DocumentRecalled]

[Begin_DocumentStatusAccepted]

[Begin_DocumentStatusAcceptedByProxy]

[Begin_DocumentStatusLost]

[Begin_DocumentStatusOpen]

[Begin_ExpirationDateIsSet]

[Begin_FileAttachment]

[Begin_HasOptionalLineItems]

[Begin_IsExpired]

[Begin_IsInteractive]

[Begin_IsInternal]

[Begin_IsLoggedIn]

[Begin_LineItem]

[Begin_LineTypeComment]

[Begin_LineTypeGroupHeader]

[Begin_LineTypeGroupMember]

[Begin_LineTypeHeading]

[Begin_LineTypePercentCharge]

[Begin_LineTypePercentDiscount]

[Begin_LineTypeProduct]

[Begin_LineTypeRunningSubTotal]

[Begin_LineTypeSubTotal]

[Begin_LineTypeSummary]

[Begin_NotDocumentStatusAccepted]

[Begin_NotDocumentStatusAcceptedByProxy]

[Begin_NotDocumentStatusLost]

[Begin_NotDocumentStatusOpen]

[Begin_NotExpired]

[Begin_NotificationAccepted]

[Begin_NotificationApprovalApproved]

[Begin_NotificationApprovalNotApproved]

[Begin_NotificationCustomer]

[Begin_NotificationDocumentCreatedInQvm]

[Begin_NotificationDocumentUpdated]

[Begin_NotificationExpiredQuoteViewed]

[Begin_NotificationFirstView]

[Begin_NotificationOptionsChanged]

[Begin_NotificationPaymentFailed]

[Begin_NotificationPaymentSucceeded]

[Begin_NotificationPeerReviewPosted]

[Begin_NotificationQuestionPosted]

[Begin_NotificationQuestionPostedCcToCustomer]

[Begin_NotificationQuestionPostedCcToSalesRep]

[Begin_NotificationSalesRep]

[Begin_NotificationSubject]

[Begin_NotificationSubject]

[Begin_NotInteractive]

[Begin_NotLoggedIn]

[Begin_PaymentGatewayIsDefined]

[Begin_PaymentGatewayNotDefined]

[Begin_PaymentGatewayNotDefinedOrPaymentRequestNotSet]

[Begin_PaymentRequestIsSet]

[Begin_PaymentRequestNotSet]

[Begin_PdfThumbnailExists]

[Begin_PdfThumbnailNotExists]

[Begin_PdfThumbnails]

[Begin_PeerReview]

[Begin_PeerReviewNoItemsFound]

[Begin_RecurringAnnuallyHasValue]

[Begin_RecurringMonthlyHasValue]

[Begin_RecurringQuarterlyHasValue]

[Begin_TaxSystemIsCanadian]

[Begin_TaxSystemNotCanadian]

[End_ApprovalActivity]

[End_ApprovalActivityNoItemsFound]

[End_ApprovalCanApprove]

[End_ApprovalCanNotApprove]

[End_ApprovalStatus]

[End_ApprovalStatusApproved]

[End_ApprovalStatusNotApproved]

[End_Comment]

[End_CommentFromCustomer]

[End_CommentFromSalesRep]

[End_CommentFromSalesRepSynopsis]

[End_DepositNotSet]

[End_DepositSet]

[End_DocumentNotRecalled]

[End_DocumentRecalled]

[End_DocumentStatusAccepted]

[End_DocumentStatusAcceptedByProxy]

[End_DocumentStatusLost]

[End_DocumentStatusOpen]

[End_ExpirationDateIsSet]

[End_FileAttachment]

[End_HasOptionalLineItems]

[End_IsExpired]

[End_IsInteractive]

[End_IsInternal]

[End_IsLoggedIn]

[End_LineItem]

[End_LineTypeComment]

[End_LineTypeGroupHeader]

[End_LineTypeGroupMember]

[End_LineTypeHeading]

[End_LineTypePercentCharge]

[End_LineTypePercentDiscount]

[End_LineTypeProduct]

[End_LineTypeRunningSubTotal]

[End_LineTypeSubTotal]

[End_LineTypeSummary]

[End_NotDocumentStatusAccepted]

[End_NotDocumentStatusAcceptedByProxy]

[End_NotDocumentStatusLost]

[End_NotDocumentStatusOpen]

[End_NotExpired]

[End_NotificationAccepted]

[End_NotificationApprovalApproved]

[End_NotificationApprovalNotApproved]

[End_NotificationCustomer]

[End_NotificationDocumentCreatedInQvm]

[End_NotificationExpiredQuoteViewed]

[End_NotificationFirstView]

[End_NotificationOptionsChanged]

[End_NotificationPaymentFailed]

[End_NotificationPaymentSucceeded]

[End_NotificationPeerReviewPosted]

[End_NotificationQuestionPosted]

[End_NotificationQuestionPostedCcToCustomer]

[End_NotificationQuestionPostedCcToSalesRep]

[End_NotificationSalesRep]

[End_NotificationUpdated]

[End_NotInteractive]

[End_NotLoggedIn]

[End_PaymentGatewayIsDefined]

[End_PaymentGatewayNotDefined]

[End_PaymentGatewayNotDefinedOrPaymentRequestNotSet]

[End_PaymentRequestIsSet]

[End_PaymentRequestNotSet]

[End_PdfThumbnailExists]

[End_PdfThumbnailNotExists]

[End_PdfThumbnails]

[End_PeerReview]

[End_PeerReviewNoItemsFound]

[End_RecurringAnnuallyHasValue]

[End_RecurringMonthlyHasValue]

[End_RecurringQuarterlyHasValue]

[End_TaxSystemIsCanadian]

[End_TaxSystemNotCanadian]

[NOTI_ApprovalApproverName]

[NOTI_ApprovalNote]

[NOTI_DateTime]

[NOTI_IpAddress]

[NOTI_PaymentTransactionAmount]

[NOTI_PaymentTransactionCardExp]

[NOTI_PaymentTransactionCardNumberRef]

[NOTI_PaymentTransactionConfirmationNumber]

[NOTI_PaymentTransactionDateTime]

[NOTI_PeerReviewMessage]

[NOTI_PeerReviewPosterName]

[NOTI_QuestionMessage]

[NOTI_QuestionPosterName]

[NOTI_QuoteValetLinkTinyUrl]

[NOTI_QuoteValetLinkUrl]

[NOTI_RecipientName]

[QV_AcceptanceErrorMessage]

[QV_AcceptancePackageHash]

[QV_AcceptancePdfUrl]

[QV_AcceptanceTotal]

[QV_AcceptedByIpAddress]

[QV_AcceptedOn]

[QV_AlternateCurrencySymbol]

[QV_ApprovalActivityAction]

[QV_ApprovalActivityApproverName]

[QV_ApprovalActivityDateTime]

[QV_ApprovalActivityNote]

[QV_ApprovalStatusApprovedDate]

[QV_ApprovalStatusApproverName]

[QV_ApprovalStatusStatus]

[QV_BaseCurrency]

[QV_BaseCurrencySymbol]

[QV_CampaignUrlBannerQv]

[QV_CampaignUrlBannerQvEmail]

[QV_CampaignUrlFooterQv]

[QV_CampaignUrlFooterQvEmail]

[QV_CampaignUrlFooterQw]

[QV_CampaignUrlFooterQwEmail]

[QV_CommentDateTime]

[QV_CommentMessage]

[QV_CommentNewEntry]

[QV_CommentPoster]

[QV_CurrentUrl]

[QV_CustomerFacingUrl]

[QV_DateTime]

[QV_DepositAmount]

[QV_DocumentStatus]

[QV_ExpirationDate]

[QV_FileAttachmentFileName]

[QV_FileAttachmentUrl]

[QV_FirstVideoUrl]

[QV_InputAcceptCheckbox]

[QV_InputAcceptedByEmailAddress]

[QV_InputAcceptedByName]

[QV_InputAcceptedBySignature]

[QV_InputAcceptedByTitle]

[QV_InputApprovalActivityAction]

[QV_InputApprovalActivityNote]

[QV_InputCommentIsSynopsis]

[QV_InputLeasePaymentOptionRadioButton]

[QV_InputLoginAccountNumber]

[QV_InputLoginPassword]

[QV_InputLoginUserName]

[QV_InputPeerReviewMessage]

[QV_InputPeerReviewName]

[QV_InputStandardPaymentOptionRadioButton]

[QV_IpAddress]

[QV_LastLineItemsSubTotal]

[QV_LeasePaymentOptionDescription]

[QV_LeasePaymentOptionInvalidReason]

[QV_LeasePaymentOptionLeasePayment]

[QV_LineItemGroupMemberQtyBase]

[QV_LineItemPicture]

[QV_LineItemPictureUrl]

[QV_LineItemVideoThumbnailImageUrl]

[QV_LineItemVideoTitle]

[QV_LineItemVideoTitle]

[QV_LineItemVideoUrl]

[QV_LoggedInAccountNumber]

[QV_LoggedInUserFullName]

[QV_LoggedInUserUserName]

[QV_LoginErrorMessage]

[QV_LogoutUrl]

[QV_OptionBox]

[QV_PaymentUrl]

[QV_PdfRendered]

[QV_PdfThumbnail]

[QV_PdfThumbnailFirst]

[QV_PdfUrl]

[QV_PeerReviewDateTime]

[QV_PeerReviewMessage]

[QV_PeerReviewPeerName]

[QV_PreparedByAddress1]

[QV_PreparedByAddress2]

[QV_PreparedByAddress3]

[QV_PreparedByCity]

[QV_PreparedByCityStatePostal]

[QV_PreparedByCompany]

[QV_PreparedByContact]

[QV_PreparedByCountry]

[QV_PreparedByElectronicSignaturePicture]

[QV_PreparedByEmail]

[QV_PreparedByFax]

[QV_PreparedByFaxExt]

[QV_PreparedByPhone]

[QV_PreparedByPhoneExt]

[QV_PreparedByPhoneWithExt]

[QV_PreparedByPicture]

[QV_PreparedByPostalCode]

[QV_PreparedBySignatureImage]

[QV_PreparedByState]

[QV_PreparedByTitle]

[QV_PreparedForAddress1]

[QV_PreparedForAddress2]

[QV_PreparedForAddress3]

[QV_PreparedForCity]

[QV_PreparedForCityStatePostal]

[QV_PreparedForCompany]

[QV_PreparedForContact]

[QV_PreparedForCountry]

[QV_PreparedForEmail]

[QV_PreparedForFax]

[QV_PreparedForFaxExt]

[QV_PreparedForPhone]

[QV_PreparedForPhoneExt]

[QV_PreparedForPhoneWithExt]

[QV_PreparedForPostalCode]

[QV_PreparedForState]

[QV_PreparedForTitle]

[QV_QuoteUrl]

[QV_QuoteValetVersion]

[QV_RecallMessage]

[QV_StandardPaymentOptionAmount]

[QV_StandardPaymentOptionBaseAmount]

[QV_StandardPaymentOptionDescription]

[QV_StandardPaymentOptionInvalidReason]

[QV_StandardPaymentOptionInvalidReason]

[QV_SubmitAccept]

[QV_SubmitApproval]

[QV_SubmitApprovalActivity]

[QV_SubmitComment]

[QV_SubmitLogin]

[QV_SubmitLogout]

[QV_SubmitOptions]

[QV_SubmitOrderAgent]

[QV_SubmitPeerReview]

[QV_TaxLabel]

[QV_TenantAccountNo]

[QV_TenantInlineAddress]

[QV_TenantPhone]

[QV_TenantTimeZoneName]

[QV_TenantWebSite]

[QV_VideoThumbnailImageUrl]

[QV_VideoTitle]

[QV_VideoUrl]

Document Headers macros:

[DH_&ALTERNATECOMMISSIONAMOUNT]

[DH_&ALTERNATECURRENCYIDENTIFIER]

[DH_&ALTERNATECURRENCYSYMBOL]

[DH_&ALTERNATEGSTTAX]

[DH_&ALTERNATEPROFITAMOUNT]

[DH_&ALTERNATESHIPPINGAMOUNT]

[DH_&ALTERNATETOTALCOST]

[DH_&ALTERNATETOTALLIST]

[DH_&BILLTOADDRESS]

[DH_&BILLTOFIRSTNAME]

[DH_&BILLTOFULLADDRESS]

[DH_&BILLTOINLINEADDRESS]

[DH_&BILLTOLASTNAME]

[DH_&FIRSTNAME]

[DH_&GSTTAXABLEAMOUNT]

[DH_&LASTNAME]

[DH_&LINE1DESCRIPTION]

[DH_&LINE1MANUFACTURER]

[DH_&LINE1MANUFACTURERPARTNUMBER]

[DH_&LINE1VENDOR]

[DH_&LINE1VENDORPARTNUMBER]

[DH_&LINEITEMCOUNT]

[DH_&NEVERBEENSAVED]

[DH_&PAYMENTOPTIONS]

[DH_&PAYMENTOPTIONS_INDICATESELECTED]

[DH_&POVENDORACCOUNTINGID]

[DH_&POVENDORACCOUNTNUMBER]

[DH_&POVENDORADDRESS]

[DH_&POVENDORADDRESS1]

[DH_&POVENDORADDRESS2]

[DH_&POVENDORADDRESS3]

[DH_&POVENDORCITY]

[DH_&POVENDORCOMPANY]

[DH_&POVENDORCONTACT]

[DH_&POVENDORCOUNTRY]

[DH_&POVENDOREMAIL]

[DH_&POVENDORFAX]

[DH_&POVENDORFAXEXT]

[DH_&POVENDORFULLADDRESS]

[DH_&POVENDORMOBILE]

[DH_&POVENDORPHONE]

[DH_&POVENDORPHONEEXT]

[DH_&POVENDORPOSTALCODE]

[DH_&POVENDORSALESREP]

[DH_&POVENDORSTATE]

[DH_&POVENDORTERMS]

[DH_&PREPAREDBYADDRESS]

[DH_&PREPAREDBYADDRESS1]

[DH_&PREPAREDBYADDRESS2]

[DH_&PREPAREDBYADDRESS3]

[DH_&PREPAREDBYCITY]

[DH_&PREPAREDBYCOUNTRY]

[DH_&PREPAREDBYCUSTOMTEXT01]

[DH_&PREPAREDBYCUSTOMTEXT02]

[DH_&PREPAREDBYELECTRONICSIGNATUREFILE]

[DH_&PREPAREDBYEMAIL]

[DH_&PREPAREDBYFAX]

[DH_&PREPAREDBYFAXA]

[DH_&PREPAREDBYFAXEXT]

[DH_&PREPAREDBYFULLADDRESS]

[DH_&PREPAREDBYFULLADDRESSA]

[DH_&PREPAREDBYFULLNAME]

[DH_&PREPAREDBYFULLNAMEORUSERNAME]

[DH_&PREPAREDBYINLINEADDRESS]

[DH_&PREPAREDBYMOBILEPHONE]

[DH_&PREPAREDBYPHONE]

[DH_&PREPAREDBYPHONEEXT]

[DH_&PREPAREDBYPHONEWITHEXT]

[DH_&PREPAREDBYPHONEWITHEXTA]

[DH_&PREPAREDBYPICTUREFILE]

[DH_&PREPAREDBYPOSTALCODE]

[DH_&PREPAREDBYSTATE]

[DH_&PREPAREDBYTITLE]

[DH_&PREPAREDBYUSERNAME]

[DH_&PROFITPERCENT]

[DH_&PSTTAXABLEAMOUNT]

[DH_&QUOTEVALETAPPROVALURL]

[DH_&QUOTEVALETCUSTOMERFACINGURL]

[DH_&QUOTEVALETCUSTOMERFACINGURL]

[DH_&QUOTEVALETPAYMENTREQUESTURL]

[DH_&QUOTEVALETPEERREVIEWURL]

[DH_&READONLYMODE]

[DH_&RecurringRevenueAnnualSubtotal]

[DH_&RecurringRevenueAnnualSubtotalWithTax]

[DH_&RecurringRevenueMonthlySubtotal]

[DH_&RecurringRevenueMonthlySubtotalWithTax]

[DH_&RecurringRevenueQuarterlySubtotal]

[DH_&RecurringRevenueQuarterlySubtotalWithTax]

[DH_&RecurringRevenueWeeklySubtotal]

[DH_&RecurringRevenueWeeklySubtotalWithTax]

[DH_&SALESREPADDRESS]

[DH_&SALESREPADDRESS1]

[DH_&SalesRepAddress1]

[DH_&SalesRepAddress1]

[DH_&SALESREPADDRESS2]

[DH_&SalesRepAddress2]

[DH_&SalesRepAddress2]

[DH_&SALESREPADDRESS3]

[DH_&SalesRepAddress3]

[DH_&SalesRepAddress3]

[DH_&SALESREPCITY]

[DH_&SalesRepCity]

[DH_&SalesRepCity]

[DH_&SALESREPCOUNTRY]

[DH_&SALESREPCUSTOMTEXT01]

[DH_&SALESREPCUSTOMTEXT02]

[DH_&SALESREPELECTRONICSIGNATUREFILE]

[DH_&SALESREPEMAIL]

[DH_&SALESREPFAX]

[DH_&SALESREPFAXA]

[DH_&SALESREPFAXEXT]

[DH_&SALESREPFULLADDRESS]

[DH_&SALESREPFULLADDRESSA]

[DH_&SALESREPFULLNAME]

[DH_&SALESREPFULLNAMEORUSERNAME]

[DH_&SALESREPINLINEADDRESS]

[DH_&SALESREPMOBILEPHONE]

[DH_&SALESREPPHONE]

[DH_&SALESREPPHONEEXT]

[DH_&SALESREPPHONEWITHEXT]

[DH_&SALESREPPHONEWITHEXTA]

[DH_&SALESREPPICTUREFILE]

[DH_&SALESREPPOSTALCODE]

[DH_&SalesRepPostalCode]

[DH_&SalesRepPostalCode]

[DH_&SALESREPSTATE]

[DH_&SalesRepState]

[DH_&SalesRepState]

[DH_&SALESREPTITLE]

[DH_&SALESREPUSERNAME]

[DH_&SHIPTOADDRESS]

[DH_&SHIPTOFIRSTNAME]

[DH_&SHIPTOFULLADDRESS]

[DH_&SHIPTOINLINEADDRESS]

[DH_&SHIPTOLASTNAME]

[DH_&SOLDTOADDRESS]

[DH_&SOLDTOFIRSTNAME]

[DH_&SOLDTOFULLADDRESS]

[DH_&SOLDTOINLINEADDRESS]

[DH_&SOLDTOLASTNAME]

[DH_&TAXABLEAMOUNT]

[DH_&TOTALCOST]

[DH_&TOTALLIST]

[DH_&TOTALWEIGHT]

[DH_&URLTOOPENDOCUMENT]

[DH_&VIDEO1_TITLE]

[DH_&VIDEO1_URL]

[DH_&VIDEO2_TITLE]

[DH_&VIDEO2_URL]

[DH_&VIDEO3_TITLE]

[DH_&VIDEO3_URL]

[DH_&VIEWONLYMODE]

[DH_AcceptanceNotes]

[DH_AlternateDepositAmount]

[DH_AlternateGrandTotal]

[DH_AlternateGSTTax]

[DH_AlternateLocalTax]

[DH_AlternateShippingAmount]

[DH_AlternateSubTotal]

[DH_AlternateTotalTax]

[DH_ApprovalRequestedMethod]

[DH_ApprovalRequestedOn]

[DH_ApprovedBy1]

[DH_ApprovedBy2]

[DH_ApprovedOn1]

[DH_ApprovedOn2]

[DH_BaseCurrency]

[DH_BillToAddress1]

[DH_BillToAddress2]

[DH_BillToAddress3]

[DH_BillToCity]

[DH_BillToCMAccountNo]

[DH_BillToCompany]

[DH_BillToContact]

[DH_BillToCountry]

[DH_BillToEmail]

[DH_BillToFax]

[DH_BillToFaxExt]

[DH_BillToPhone]

[DH_BillToPhoneExt]

[DH_BillToPostalCode]

[DH_BillToState]

[DH_BillToTitle]

[DH_ClosingNotes]

[DH_CommissionAmount]

[DH_ContractEndDate]

[DH_ContractStartDate]

[DH_ConvertedBy]

[DH_ConvertedFromBy]

[DH_ConvertedFromOn]

[DH_ConvertedFromRef]

[DH_ConvertedOn]

[DH_ConvertedRef]

[DH_Created]

[DH_CreatedBy]

[DH_CustomDate01]

[DH_CustomDate02]

[DH_CustomNumber01]

[DH_CustomNumber02]

[DH_CustomText01]

[DH_CustomText02]

[DH_CustomText03]

[DH_CustomText04]

[DH_CustomText05]

[DH_CustomText06]

[DH_CustomText07]

[DH_CustomText08]

[DH_CustomText09]

[DH_CustomText10]

[DH_CustomText11]

[DH_CustomText12]

[DH_CustomText13]

[DH_CustomText14]

[DH_CustomText15]

[DH_CustomText16]

[DH_CustomText17]

[DH_CustomText18]

[DH_CustomText19]

[DH_CustomText20]

[DH_CustomText21]

[DH_CustomText22]

[DH_CustomText23]

[DH_CustomText24]

[DH_DepositAmount]

[DH_DepositAmountRef]

[DH_DepositAmountRef2]

[DH_DepositMethodData]

[DH_DocDate]

[DH_DocDueDate]

[DH_DocName]

[DH_DocNo]

[DH_DocStatus]

[DH_DocType]

[DH_DynamicStorageDH]

[DH_ExchangeRate]

[DH_ExpirationDate]

[DH_FOB]

[DH_GrandTotal]

[DH_GSTTax]

[DH_GSTTaxRate]

[DH_IntegrationData]

[DH_InternalNotes]

[DH_IntroductionNotes]

[DH_LastModified]

[DH_LineAttributeGroupMember]

[DH_LineAttributeHidePrice]

[DH_LineAttributeHideQuantity]

[DH_LineAttributeOption]

[DH_LineAttributeSelectedOption]

[DH_LineTypeSummaryIsSectionHeader]

[DH_LineTypeSummaryIsTotaling]

[DH_LocalTax]

[DH_LocalTaxRate]

[DH_Locked]

[DH_PaymentOptionsData]

[DH_ProfitAmount]

[DH_ProjectNo]

[DH_PSTIsCompounded]

[DH_PurchasingNotes]

[DH_QuoteValetDocumentID]

[DH_RecGUID]

[DH_RecurringRevenueMonthlySubtotal]

[DH_RevisionMasterDocNo]

[DH_SalesRep]

[DH_SalesRepinlineAddress]

[DH_ShippingAmount]

[DH_ShipToAddress1]

[DH_ShipToAddress2]

[DH_ShipToAddress3]

[DH_ShipToCity]

[DH_ShipToCMAccountNo]

[DH_ShipToCompany]

[DH_ShipToContact]

[DH_ShipToCountry]

[DH_ShipToEmail]

[DH_ShipToFax]

[DH_ShipToFaxExt]

[DH_ShipToPhone]

[DH_ShipToPhoneExt]

[DH_ShipToPostalCode]

[DH_ShipToState]

[DH_ShipToTitle]

[DH_ShipVia]

[DH_SoldToAddress1]

[DH_SoldToAddress2]

[DH_SoldToAddress3]

[DH_SoldToCity]

[DH_SoldToCMAccountNo]

[DH_SoldToCMCallRecID]

[DH_SoldToCMLinkRecID]

[DH_SoldToCMOppRecID]

[DH_SoldToCompany]

[DH_SoldToContact]

[DH_SoldToCountry]

[DH_SoldToEmail]

[DH_SoldToFax]

[DH_SoldToFaxExt]

[DH_SoldToLastName]

[DH_SoldToPhone]

[DH_SoldToPhoneExt]

[DH_SoldToPONumber]

[DH_SoldToPostalCode]

[DH_SoldToPriceProfile]

[DH_SoldToState]

[DH_SoldToTitle]

[DH_SubTotal]

[DH_Superceeded]

[DH_TaxSystem]

[DH_Terms]

[DH_TotalTax]

Document Items macros:

[DI_&EXTENDEDCOST_ACTUAL]

[DI_&EXTENDEDLIST_ACTUAL]

[DI_&EXTENDEDPRICE_ACTUAL]

[DI_&GroupExtendedCostPreRecurring]

[DI_&GroupExtendedPricePreRecurring]

[DI_&GroupExtendedPriceWithTaxPreRecurring]

[DI_&GSTTAX]

[DI_&LINE1DESCRIPTION]

[DI_&LINE1MANUFACTURER]

[DI_&LINE1MANUFACTURERPARTNUMBER]

[DI_&LINE1VENDOR]

[DI_&LINE1VENDORPARTNUMBER]

[DI_&LINEATTRIBUTEALTISOVERIDED]

[DI_&LINEATTRIBUTEEXCLUDE]

[DI_&LINEATTRIBUTEGROUPMEMBER]

[DI_&LINEATTRIBUTEHIDEPRICE]

[DI_&LINEATTRIBUTEHIDEQUANTITY]

[DI_&LINEATTRIBUTEISRECURRING]

[DI_&LINEATTRIBUTEOPTION]

[DI_&LINEATTRIBUTEPRINT]

[DI_&LINEATTRIBUTEPRINTPICTURE]

[DI_&LINEATTRIBUTESELECTEDOPTION]

[DI_&LINEITEMCOUNT]

[DI_&LINENUMBER]

[DI_&LINENUMBERACTUAL]

[DI_&LINENUMBERACTUALPADDED]

[DI_&LINENUMBERPADDED]

[DI_&LINETYPESUMMARYISSECTIONHEADER]

[DI_&LINETYPESUMMARYISTOTALING]

[DI_&ProfitAmount]

[DI_&ProfitMargin]

[DI_&PSTTAX]

[DI_&QTYGROUPMEMBERTOTAL_ACTUAL]

[DI_&QTYGROUPMULTIPLIER_ACTUAL]

[DI_&QTYTOTAL_ACTUAL]

[DI_&RecurringBillingCycle]

[DI_&RecurringFirstPaymentIncluded]

[DI_&RecurringRevenueAnnual]

[DI_&RecurringRevenueAnnualWithTax]

[DI_&RecurringRevenueMonthly]

[DI_&RecurringRevenueMonthlyWithTax]

[DI_&RecurringRevenueQuarterly]

[DI_&RecurringRevenueQuarterlyWithTax]

[DI_&RecurringRevenueWeekly]

[DI_&RecurringRevenueWeeklyWithTax]

[DI_&RecurringRevenueWithTax]

[DI_&UNITCOST_ACTUAL]

[DI_&UNITLIST_ACTUAL]

[DI_&UNITPRICE_ACTUAL]

[DI_&VIDEO1_TITLE]

[DI_&VIDEO1_URL]

[DI_AlternateExtendedCost]

[DI_AlternateExtendedList]

[DI_AlternateExtendedPrice]

[DI_AlternateSalesTax]

[DI_AlternateShippingAmount]

[DI_AlternateUnitCost]

[DI_AlternateUnitList]

[DI_AlternateUnitPrice]

[DI_CloseProbability]

[DI_CostModifier]

[DI_CustomDate01]

[DI_CustomDate02]

[DI_CustomMemo01]

[DI_CustomMemo02]

[DI_CustomMemo03]

[DI_CustomMemo04]

[DI_CustomMemo05]

[DI_CustomNumber01]

[DI_CustomNumber02]

[DI_CustomNumber03]

[DI_CustomNumber04]

[DI_CustomNumber05]

[DI_CustomText01]

[DI_CustomText02]

[DI_CustomText03]

[DI_CustomText04]

[DI_CustomText05]

[DI_CustomText06]

[DI_CustomText07]

[DI_CustomText08]

[DI_CustomText09]

[DI_CustomText10]

[DI_CustomText11]

[DI_CustomText12]

[DI_CustomText13]

[DI_CustomText14]

[DI_CustomText15]

[DI_CustomText16]

[DI_CustomText17]

[DI_CustomText18]

[DI_CustomText19]

[DI_CustomText20]

[DI_Description]

[DI_ExclusiveOptionGroup]

[DI_ExtendedCost]

[DI_ExtendedList]

[DI_ExtendedPrice]

[DI_ExtendedWeight]

[DI_ItemType]

[DI_ItemURL]

[DI_LineAttributes]

[DI_LineType]

[DI_Manufacturer]

[DI_ManufacturerPartNumber]

[DI_Notes]

[DI_OrderDate]

[DI_PictureFile]

[DI_PONumber]

[DI_PriceModifier]

[DI_QtyBase]

[DI_QtyGroupMultiplier]

[DI_QtyMultiplier1]

[DI_QtyMultiplier2]

[DI_QtyMultiplier3]

[DI_QtyMultiplier4]

[DI_QtyTotal]

[DI_RecurringBillingCycle]

[DI_RecurringCycleBasis]

[DI_RecurringEndDate]

[DI_RecurringFirstPaymentIncluded]

[DI_RecurringStartDate]

[DI_SalesTax]

[DI_ShippingAmount]

[DI_SONumber]

[DI_TaxCode]

[DI_UnitCost]

[DI_UnitList]

[DI_UnitOfMeasure]

[DI_UnitOfMeasureFactor]

[DI_UnitOfPricing]

[DI_UnitOfPricingFactor]

[DI_UnitPrice]

[DI_UnitWeight]

[DI_Vendor]

[DI_VendorPartNumber]

Also Steve,

How/why are you trying to use this? 

When you say " &PaymentOptions QuoteWerks macro, which shows the actual Custom Payment Option text"...

Yes that shows a phrase of text...

>> as opposed to 'CustomPaymentType1' with no description that I'm seeing in QuoteValet. <<

But where are you seeing this, where do you want it? What do you want returned?

Real life example would be good, and screenshots and markups are best.

Glad you have what you need Steve :) 

Thanks Matt for the assist!

In your QuoteWerks installation, if you go to Tools --> Options --> Payment, hit the little blue arrow next to Purchase Option display macro and Purchase Option Payment Type Calculation display macro to set them to the default (you can change these again later, just humour me for the for the first step).

Then, close & re-open QuoteWerks

Open the quote in question and remove the payment options you had previously added, then add them again, save, and re--upload to QuoteValet.

This is the base HTML for the payment area (

            [Begin_HasStandardPaymentOptions] [Begin_StandardPaymentOption]

            <div class="payment-option [Begin_StandardPaymentOptionIsInvalid]payment-option-is-invalid[End_StandardPaymentOptionIsInvalid]">

                <div class="payment-option-radio-area">

                    [QV_InputStandardPaymentOptionRadioButton:class="payment-option-radio-button"]

                </div>

                <div class="payment-option-info">

                    <div class="payment-option-info-description">

                        [QV_StandardPaymentOptionDescription]

                    </div>

                    <div class="payment-option-info-invalid-reason">

                        [QV_StandardPaymentOptionInvalidReason]

                    </div>

                </div>

                <div class="payment-option-amount">

                    <div class="payment-option-amount-line-1">

                        [QV_StandardPaymentOptionAmount:f=1]

                    </div>

                    <div class="payment-option-amount-line-2">

                        [Begin_DepositSet]

                        [Begin_DepositIsFullAmount]

                        full payment

                        [End_DepositIsFullAmount]

                        [Begin_DepositIsNotFullAmount]

                        deposit payment

                        [End_DepositIsNotFullAmount]

                        [End_DepositSet]

                        [Begin_DepositNotSet]

                        full payment

                        [End_DepositNotSet]

                    </div>

                    [Begin_DepositSet]

                    [Begin_DepositIsNotFullAmount]

                    <div class="payment-option-amount-line-3">

                        ([DH_DocType] Total [QV_StandardPaymentOptionBaseAmount:f=1])

                    </div>

                    [End_DepositIsNotFullAmount]

                    [End_DepositSet]

                </div>

            </div>

            [End_StandardPaymentOption] [End_HasStandardPaymentOptions]