Socket Pro Tips: Mail Merge Fields

Whether it’s having the Customer’s first and last name automatically populated within your Quote Template Content using ##CustomerFirstName## and ##CustomerLastName## or updating your Terms and Conditions with the Quote Number (##QuoteNumber##) and Quote Amounts (##QuoteUpfrontTotal## and ##QuoteRecurringTotal##), our Mail Merge fields allow you to further streamline your Quoting process while adding a personal touch.

The available Mail Merge Fields are:

##CustomerOrganization##
##CustomerFirstName##
##CustomerLastName##
##CustomerStreetAddress##
##CustomerStreetAddress2##
##CustomerCity##
##CustomerRegionShortName##
##CustomerRegionLongName##
##CustomerCountry##
##CustomerPostalCode##
##CustomerWorkPhone##
##CustomerEmail##
##UserFirstName##
##UserLastName##
##QuoteTotal##
##QuoteFormName##
##QuoteNumber##
##QuoteUpfrontTotal##
##QuoteRecurringTotal##

We encourage you to bookmark our Knowledge Base article which is updated with new Mail Merge fields as they’re made available.