Merge Tags


Merge Tags can be used in all areas of the Enhanced Templates. 

  • Quote fields use this syntax: {!Quote.fieldapiname} è {!Quote.Name}
  • Template fields use this syntax: {!theTemplate[‘fieldapiname’]} è {!theTemplate['Display_Name__c’]}
  • Organization fields use this syntax: {!$Organization.fieldapiname} è{!$Organization.Name}
  • Opportunity Owner fields use this syntax: {!oppRec[‘fieldapiname’]} è {!oppRec.Name}
  • Opportunity fields use this syntax: {!ownerRec[‘fieldapiname’]} è {!ownerRec.Name}
  • Logo output: {!srLogo}


Totals are also prepackage and can be used in custom language with these merge tags:

  • {!mapOSTotals['Total']} : Grand Totals for all items
  • {!mapOSTotals['TotalDiscount']} : Total Discounted Amount for all items
  • {!mapOSTotals['TotalListPrice']} : Extended List Price for all items
  • {!mapOSTotals['MYTotal']} : Multi Year Total 
  • {!mapOSTotals['MYTotalDiscount']} : Multi Year Discount if using Term Discounts on Line Items
  • {!mapOSTotals['NonRecurringTotal']} : Total of non-recurring items
  • {!'NonRecurringDiscount']} : Total Discounted Amount for non-recurring items
  • {!mapOSTotals['NonRecurringListPrice']} : Total Extended List price for non-recurring items
  • {!mapOSTotals['ARR']} : Annual Recurring Total
  • {!mapOSTotals['ARRDiscount']} : Total Discount from Annual Recurring Items
  • {!mapOSTotals['CMRR']} : Total Contracted Monthly Recurring value
  • {!mapOSTotals['CMRRDiscount']}; : Discount Amount Expressed in CMRR



Example Usage:


Grand Total: {!mapOSTotals['Total']} would display as: Grand Total: USD 45,000.00
Total Discounts: {!mapOSTotals['TotalDiscount']}
Total List Price: {!mapOSTotals['TotalListPrice']}
Multi-Year Total: {!mapOSTotals['MYTotal']}
Multi-Year Total Discounts: {!mapOSTotals['MYTotalDiscount']}
Non-Recurring Total: {!mapOSTotals['NonRecurringTotal']}
Non-Recurring Discount Amount: {!mapOSTotals['NonRecurringDiscount']}
Non-Recurring List Price: {!mapOSTotals['NonRecurringListPrice']}
Annual Total: {!mapOSTotals['ARR']}
Subscription Discount Total: {!mapOSTotals['ARRDiscount']}
CMRR Total: {!mapOSTotals['CMRR']}
CMRR Discount Total: {!mapOSTotals['CMRRDiscount']}