In the early days, our templates where littered with Xxxx’s or "Client_name_here" …pending the good intention of filling the actual value out later. But… what if the same value (ie. the dear customers name) appears in a few places? What if Jono forgets to enter the customer name and we send a quote to Xxxxx? I don’t think she’d be terribly impressed.
Luckily we’ve got smarter in recent times – introducing <smart-tags>
A smart tag can be a powerful, time saving addition to creating more accurate quotes.
No need to repeat yourself
If you have a smart tag such as <customer-name> which appears a few times within your template, simply replace one instance of <customer-name> to replace ALL other instances automatically.
Naming a Smart Tag
You can name your smart tags however you like with letters, dashes and underscores, eg. <job-name> <date-job-due> <domain-name> …just be sure to exclude any spaces.
Smart tags can reside in any title or description field in a template.
Did you forget something?
A final note and best of all, if you forget to enter a <customer-name> you’ll be reminded by an alert to complete any tags before previewing or sending your quote to your customer.