Sales Quote Table Bookmarks
Use Sales Quote table bookmarks when the Word template should control the columns, column order, widths, borders, fonts, and other table formatting. Velosity copies a prototype row from the template and fills it with quote charges.
This option supports one combined charge table or separate labor and material tables.
Templates that use the existing LINEITEMS1, LINEITEMS2, MATERIALS1, or
MATERIALS2 bookmarks continue to work.
Create a table
- In Microsoft Word, add a table with a header row and one prototype data row.
- Format both rows as they should appear in the generated quote.
- Place the cursor anywhere inside the table.
- Select Insert > Bookmark.
- Add one of these table bookmarks:
| Layout | Table bookmark | Rows included |
|---|---|---|
| Combined charges | SQ_CHARGES |
Troubleshooting, repair labor, and material |
| Labor only | SQ_LABOR |
Troubleshooting and repair labor |
| Material only | SQ_MATERIALS |
Material |
| Quote totals | SQ_TOTALS |
Subtotal, discount when applicable, and total |
Assign columns
In the prototype row, select text inside each cell and add the bookmark that identifies the value for that column. Column order is flexible, and a table can omit values it does not need.
For a combined table, use:
| Value | Cell bookmark |
|---|---|
| Charge type | SQ_CHARGES_TYPE |
| Quote position | SQ_CHARGES_POSITION |
| Part number | SQ_CHARGES_PART_NUMBER |
| Customer-facing description | SQ_CHARGES_DESCRIPTION |
| Quantity | SQ_CHARGES_QUANTITY |
| Labor hours | SQ_CHARGES_LABOR_HOURS |
| Labor rate or material unit price | SQ_CHARGES_UNIT_PRICE |
| Extended price | SQ_CHARGES_EXTENDED_PRICE |
Use the same suffixes with SQ_LABOR, SQ_MATERIALS, or SQ_TOTALS for the other
table layouts. Examples include SQ_LABOR_LABOR_HOURS,
SQ_MATERIALS_PART_NUMBER, and SQ_TOTALS_EXTENDED_PRICE.
When the document contains only one new Sales Quote table, its cells may instead use
the generic SQ_ROW_ prefix, such as SQ_ROW_DESCRIPTION. Table-specific prefixes are
recommended because Microsoft Word requires each bookmark name to be unique within a
document.
How the prototype row is selected
Velosity finds the table from its table bookmark. Within that table, the first row that contains any recognized cell bookmark becomes the prototype row. All recognized cell bookmarks used for that table must be in the same row; recognized bookmarks in other rows are ignored.
For every applicable quote charge, Velosity clones the prototype row, preserves its cell and row formatting, fills the bookmarked columns, and prevents the populated row from splitting across pages. It then removes the original prototype row. The first row of the table is treated as the repeating header.
Word bookmark requirements
- Create actual bookmarks with Insert > Bookmark. Typing a bookmark name into a cell does not assign the column.
- Bookmark names can contain letters, numbers, and underscores, but no spaces.
- Each bookmark name can appear only once in a Word document.
- Put all cell bookmarks for a table in one prototype row.
- Do not add legacy and new table bookmarks to the same area unless both outputs are intended.
After saving the .docx, upload or replace it under Administration > Document
Templates, then preview a Sales Quote PDF to verify the rows, totals, and page breaks.
See Sales Quote Document Templates for placeholders and the existing generated-table options, or return to Document Templates.