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Adding section totals to a quotation

Add section sub-totals to your quotation template using variables like {SectionNet}, and keep them showing when a quote has only one section.

Open a document template

1. Click here.

Zigaflow dashboard with the settings gear icon highlighted in the top-right toolbar, next to the notifications bell

2. Click "Document Templates"

Settings menu list with Document Templates highlighted between Customer Portals and Domains, ready to click

3. Edit a document template

Document templates list with Body and Docx tags, with a click highlighted on the Default With Photos template

Add section total rows

4. Add any section total rows to the bottom or top of the items table. If you have a grand totals, these should be in a separate table. In the example below there is a space between the two tables.

Quote template with section total merge fields above a separate grand totals table, the empty gap between tables highlighted

5. Add in one or more section total variables, for example:

{SectionNet}

{SectionTax}

{SectionTotal}

Quote template table with the {SectionNet}, {SectionTax} and {SectionTotal} merge fields highlighted beside the section totals

6. Zigaflow will automatically remove the section totals rows if there is only one section when it renders. To stop this happening, add variable {KeepSectionTotals} to the table

Word quote template table with the {KeepSectionTotals} variable highlighted beside the section Net, Tax and Total rows

Preview and save the template

7. When you are ready, click "Step 1: Preview"

Quotation template editor with the Step 1: Preview button highlighted in the top toolbar next to Search Variables

8. If you are happy with the result, click "Step 2: Save"

Template editor with quotation preview showing section totals, with the Step 2: Save button highlighted at top right
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