Purpose

As your building or changing your proposal templates, it's a good idea to use token fields for accurate proposal information. The below article explains specific data fields and examples on how to put them into your descriptions!


Table of Contents:


Token Fields

Date:

Token Field Code

Display

M/d/yyyy

9/16/2020

M/d/yy

9/16/20

MM/dd/yy

09/16/20

MM/dd/yyyy

09/16/2020

yy/MM/dd

20/09/16

yyyy-MM-dd

2020-09-16

dd-MMM-yy

16-Sep-20

dddd, MMMM d, yyyy

Wednesday, September 16, 2020

MMMM d, yyyy

September 16, 2020

dddd, d MMMM, yyyy

Wednesday, 16 September, 2020

d MMMM, yyyy

16 September, 2020

MMMM d

September 16

MMMM yyyy

September 2020


Number:

For any token field that includes a number, like opportunity number or proposal number, your formatting goes after the token name inside the bracket, separated by an exclamation mark (!).

Token Field Code

Display

#.00

123456789.00

#,#

123,456,789

n or n2

123,456,789.00

n1

123,456,789.0

f

123456789.00

F1

123456789.0


Percent:

(ie: sales tax)

Token Field Code

Display

0.00%

8.00%

0%

8%


Currency:

Token Field Code

Display

$0.00 and c and c2

$100.00

$0 or c0

$100

C1

$100.0


Phone Number:

Token Field Code

Display

(###) ### - ####

(123) 456 - 7890


Example:


For Proposal Description 1

This agreement, dated [OpportunityProposedDate!MMMM d, yyyy] between Landscape Management, and [PropertyName] located at [PropertyAddressLine1], [PropertyCity], [PropertyStateProvinceName] [PropertyZipCode], shall begin on [OpportunityStartDate!MMMM dd, yyyy] and shall end on [OpportunityEndDate!MMMM dd, yyyy]. Subject to mutual agreement of all parties involved and with respect to any changes to the original Landscape Maintenance agreement or annual cost, this agreement will automatically renew each year.

For Proposal Description 2

Amount: Owner or Representative agrees to pay the Contractor [OpportunityTotalEstimatedCost!c2] in 12 monthly installments of [FirstBillingAmount!c2]. If we do not receive the check by net 30, we will charge a 1.5% late fee of the current balance due. If Owner or Representative fails to make installments on a timely manner, Contractor shall have the right to terminate this Agreement. If terminated, all limited guarantees relating to the installation of plants, trees, shrubs, and work performed during the Agreement period will be void.

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