Fieldmagic allows you to create your own cover letter templates to use when building quotes. Create a standard template to save time in typing and have a uniform cover letter format. Below are the steps on how to create a cover letter template. 

CONFIGURING YOUR TEMPLATE

Navigate to the Administration module. Scroll down then look for the Fieldmagic Configuration section (this will be right at the very bottom), then select Configure Quote Cover Letter Template:

Field Service Quote Cover Letter

You will be directed to Quote Templates List. At the upper right corner, click the Create button:

Field Service Quote Cover Letter

Fill in the necessary details.

  •  Name - this is the name of the template. This will appear in the dropdown field in templates when you access them from within your quote builder. 
  • In the body, write the content of your cover letter. You can also format the text such as the font size and style. Fields can also be added, this will help you with auto populating your text based on user input. For instance, instead of manually typing Dear (customername), you can just add the customer name field in your template so that every time you will use the template, the customer name will be  automatically displayed e.g. {$primary_contact_first_name}

To call/add a field simply follow this format {$fieldname}. Place the field name inside the curly braces and then add the dollar sign before the field name. You can also use a page break: {$page_break}. 

Field Service Quote Cover Letter

USE OF PRICE BLOCKS

Fieldmagic has a price block variable to group the fields in the summary table of Quote line items. This includes the following fields:

  • Total-The total amount of all the products/services included in the quote line items
  • Tax- The added tax
  • Total (Inc Tax) -The sum of Total and Tax

To use the variable, simply type {$price_block} where you would like the quoted products to appear on your cover letter. 

Field Service Quote Cover Letter

ADDING SOURCE CODE

If you are familiar with HTML and PHP, you also have an option to add source code. Click the "<>" icon at the upper left of the body section. You can use this to further format your cover letter template and add images in as well. 

Field Service Quote Cover Letter

After building your cover letter. Click the save button. There will be  prompt message "Success. You successfully created the quote template (name of the template)":

Field Service Quote Cover Letter

USING THE TEMPLATE

Navigate to the Quotes module then select a quote from the list view by clicking the quote number:

Field Service Quote Cover Letter

You will be directed to the quote record view. At the upper left corner, click the Manage Quote button:

Field Service Quote Cover Letter

Click Cover Letter:

Field Service Quote Cover Letter

Select the template you wish to use. Once a template has been selected, the contents of the template will appear in the cover body section. Click Save:

Field Service Quote Cover Letter

Click the preview quote to view the quote you created. When you preview a quote, you will also have the option to download it as a pdf or email to the client:

Field Service Quote Cover Letter

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