Invoice Template Tags, Quote Template Tags

Template Tags for Quotes, Invoices, Customer Letters etc

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Microsoft Word Document Templates

Amphis Customer CRM Software generates Quotes, Invoices, Job Sheets, Customer Letters, Reminders, Statements etc as Microsoft Word documents and there is a Document Template .doc file for each type of document.

The Templates themselves are just Word documents and you can easily Edit the Word Templates to change the wording and layout of documents produced. Just select Tools->Maintain Templates to get to the list of templates you can edit.

(Email templates are different, they are text files containing HTML - see Email Templates)

Invoice Template

On the Maintain Templates form, you can select a template to edit eg Invoice - freeform and click Edit Template.

Template Tags

There are special tags eg <!customerid!> which are replaced with the specific customer details when a document is created from the template, and there are text areas you can customize as you please. Anything that isn't within special tags can be edited. For example you can change "Thank you for your custom". You can add a header and footer, add your company logo, business name and address, telephone number etc. You can change the fonts etc.

Template Tags List

These are the special tags you can use in the Word templates. (For Email templates see Email Template Tags)

         customer id: <!customerid!>

         title: <!title!>

         name: <!name!>

         company name: <!companyname!>

         name/company: <!nameandcompany!>

         position: <!position!>

         address: <!address!>

         delivery address: <!deliveryaddress!>   

         address: <!addressconcat!> (this is the address all on one line)

         deliveryaddress: <!deliveryaddressconcat!> (this is the delivery address all on one line)

         deliverynotes: <!deliverynotes!>

         documentid: <!documentid!>

         lastname: <!lastname!>

         firstname: <!firstname!>

         home telephone: <!hometel!>

         work telephone: <!worktel!>

         personal mobile/cell: <!mobiletelpersonal!>

         work mobile/cell: <!mobiletelwork!>

         work fax: <!faxwork!>

         home fax: <!faxhome!>

         salesperson: <!salesperson!>

         businessname: <!businessname!>

         date: <!date!>

         web site: <!website!>

         email work: <!emailwork!>

         email home: <!emailhome!>

         messenger service: <!messengerservice!>

         company number: <!companynumber!>

(you can change the text to the left of the special tags, but the text within the <!!> tags cannot be changed)

Custom Field Tags

You can also add the custom fields to the templates eg

         Alarm Type: <!custom1!>

         Alarm Make: <!custom2!>

         Alarm Model: <!custom3!>

         When fitted: <!custom4!>

         etc

Of course, the text you display can be whatever is relevant to the Custom Fields you created specific to your business.

Future Dates

You can include dates in the future in the templates as follows :-

<!FutureDate1Month!>
<!FutureDate2Months!>
<!FutureDate3Months!>
<!FutureDate6Months!>
<!FutureDate12Months!>
<!FutureDate18Months!>
<!FutureDate24Months!>

Job Details

You can include Job details in the templates as follows :-

<!jobnumber!>
<!jobname!>

(Email templates are text files containing HTML - see Email Templates)

More Information

We have some short CRM Videos about Amphis Customer CRM Software and also a CRM Quick Guide with more details and screenshots. We have Prices, Customer testimonials and CRM Software Case Studies or why not Download our CRM Software Free 60 Day Trial and try it for yourself ?

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