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Version 24 (Build 1.04) 
December 12, 2023
  •      

The following macros are available in QuoteValet when making customizations to the QuoteValet templates.  For a definition list of these macros, see the DocumentHeaders fields and DocumentItems fields sections.

DocumentHeader 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]

DocumentItem 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]