Smart Tags in Templates

A Smart Tag is a special placeholder included in your Templates. They offer several benefits when creating a Quote from a Template containing Smart Tags:

• Smart Tags Remind You
  If you forget to fill in any Smart Tags, you’ll receive an alert reminding you to complete these before you can preview or send the Quote. This ensures that critical details for your customer are not overlooked.

• Smart Tags Save Time
  A single click highlights a Smart Tag, making it ready for text input. If a Quote contains multiple instances of the same Smart Tag, filling in one will automatically populate the others, saving you time.

Correct Definition of a Smart Tag

Smart Tags are defined by starting with a < and ending with a > and they can be named anything you like, so long as they don’t contain any spaces.

✅ Good Examples – Dashes and underscores are okay:

<jobname>
<customer-location>
<date_job_due>

❌ Bad Examples – Spaces are not allowed:

<job name>
<customer location>
<job due date>

Where to Include Smart Tags

Smart Tags can be used in the following Template and Item fields:

• Title of Template
• Product or Service Heading (Price Items)
• Text Heading (Text Items)
• Price Item and Text Item Long Description