QuoteValet Missing Macros : QuoteWerks Support Portal

K

Kevin Hunter

started a topic over 4 years ago

Trying to add the sales representative's mobile phone in QuoteValet but I can't find the macro. I have tried [QV_PreparedByMobilePhone] in an attempt to mimic the the quote template macro but it errors out.

Cat Ward

said over 4 years ago

Hi Kevin,

Please see the release note below. I have bolded the macro you are looking for:

Starting with v5.5 build 1.02 due Nov 5, 2019, we added support for all the preparedby fields, also the profitmargin and profitpercent.

Here is a complete current list of supported macros for QuoteValet (Of course all the standard DH and DI fields are available.):

DOCUMENT HEADER LEVEL

=============================================

[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_&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_&SALESREPADDRESS2]

[DH_&SalesRepAddress2]

[DH_&SALESREPADDRESS3]

[DH_&SalesRepAddress3]

[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_&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]

DOCUMENT ITEM LEVEL

=============================================

[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]

K

Kevin Hunter

said over 4 years ago

Thanks Cat,

That does not work for me in QuoteValet setup for the template on the customer URL. That is the macro we are trying to add. The DH macros work for us in quote template edits.

Cat Ward

said over 4 years ago

Hi Kevin

I just added [DH_&PREPAREDBYMOBILEPHONE] to my template and re-uploaded my document and the mobile field is populating correctly

https://www.quotevalet.com/concierge.aspx?DocumentId=91a54d71-b060-473f-9416-33ae22cdf374&TenantId=60002194-ee50-45a9-8d85-5f62d3f15ccc&internal=1

here is a code snippet:

<h4>

Prepared By:

</h4>

<div>

[QV_PreparedByContact]

</div>

<div>

[QV_PreparedByTitle]

</div>

<div>

Phone: [QV_PreparedByPhoneWithExt]

</div>

<div>

Mobile: [DH_&PREPAREDBYMOBILEPHONE]

</div>

<div>

Email: [QV_PreparedByEmail]

</div>

K

Kevin Hunter

said over 4 years ago

Thanks Cat that actually did work! It was just confusing because of the QV vs DH. Thanks for your help!

Cat Ward

said over 4 years ago

Hi Kevin ~

I was replying too early this morning before I had my coffee. Since you want the Sales Rep's mobile (and the prepared by can be different than the sales rep) you would want to use

[DH_&SALESREPMOBILEPHONE]

The legacy macros of QV_PreparedBy actually refer to the Sales Rep and NOT the prepared by, whereas the DH&SalesRep and DH&PreparedBy refer to their actual respective fields. Sorry for the confusion!

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