10. CQPIM Replacement Tags

CQPIM includes a function to convert Replacement Tags to values in the emails that are sent out to clients and on quotes/estimates/contracts. For example, if you add the tag %%CLIENT_COMPANY%% to the email which sends out quotes, it will be replaced by the company name of the client.

Current User

%%CURRENT_USER%% – The display name of the currently logged in user (useful for signing off emails)

Dashboard

%%CLIENT_LOGIN%% – A link to the client login page
%%CLIENT_PASSWORD_LINK%% – A link to the client password reset page

Company

%%COMPANY_NAME%% – The name of your company.
%%COMPANY_ADDRESS%% – The address of your company.
%%COMPANY_POSTCODE%% – The postcode of your company.
%%COMPANY_TELEPHONE%% – The telephone number of your company.
%%COMPANY_SALES_EMAIL%% – The sales email address of your company.
%%COMPANY_ACCOUNTS_EMAIL%% – The accounts email address of your company.
%%ACCOUNT_NAME%% – The name of your company bank account.
%%SORT_CODE%% – The sort code of your company bank account.
%%ACCOUNT_NUMBER%% – The account number of your company bank account.
%%IBAN%% – The IBAN number of your company bank account.

Client

%%CLIENT_NAME%% – The main contact name
%%CLIENT_COMPANY%% – The client’s company name
%%CLIENT_ADDRESS%% – The client’s address
%%CLIENT_POSTCODE%% The client’s postcode
%%CLIENT_TELEPHONE%% – The client’s telephone number
%%CLIENT_EMAIL%% – The client’s email address
%%CLIENT_REF%% – The client’s internal reference number (created when adding the client)

Team Members

%%TEAM_NAME%% – The name of the team member
%%TEAM_EMAIL%% – The Email address of the team member
%%TEAM_TELEPHONE%% – The telephone number of the team member
%%TEAM_JOB%% – The job title of the team member

Quotes

%%QUOTE_REF%% – The reference number of the quote/estimate.
%%QUOTE_TYPE%% – The type, either “quote” or “estimate”.

Projects

%PROJECT_REF%% – The reference number of the project, carried over from the related quote/estimate.

Invoices

%%INVOICE_ID%% – The ID/Number of the invoice.