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Add Questions & Answers to Document Templates
Add Questions & Answers to Document Templates

What document variables to use and how

Updated this week

There are two types of variables for putting questions/answers from a quotation, job/sales order, etc., on the PDF.

They are :

{Question_Name}

{Answer_Name}

Where Name is replaced by the name of the question.

On the pre-build you need to give each question a PDF tag name, for example:

Resulting in:

They need to be added to the document template to match these:

Which appears as this:

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