Using tags in itemisations
You can use tags to add customer information into itemisations. Simple type '@tagName'.
The tags you can use are...
- @quoteName - The name provided by the customer
- @quoteLink - A link to the customers view of the quote
- @quoteShortLink - A short link to the customers view of the quote
Tip: Add a link using the @quoteLink so your customers can easily access the quote widget.
Customers
- How do customers work?
- How do I add a cash payment?
- How do I add a customer?
- How do I change the messages sent to customers?
- How do I charge a customer?
- How is recurring value calculated?
- What is the customer portal?
Payments
Quotes
- Can I customise the quote fields?
- How do I receive quotes?
- Quote Statuses
- Using tags in itemisations
Marketplace
Message Templates
Rounds
Websites
Balance
Expenses
Getting Started
Organising work
Plugins
Dashboard
Pricing
