Overview
Smart Fields are placeholders that you add to a proposal or a proposal template. When CORE creates the proposal, it replaces each Smart Field with the actual value from your company, prospect, opportunity, and quote records.
There are two kinds of Smart Fields:
- Basic Smart Fields: Each one is replaced with a single value, such as the proposal ID or the total bill amount of the quote. They work anywhere in the document.
- Loop fields: The Phase, Activity, and Expense fields. They build lists from the quote in your proposal, such as a table that lists each phase with its activities and expenses under it. They work only inside a loop block, which repeats its content one time for each phase, activity, or expense on the quote.
Date, Time, and Number Formats
Date, Time, and Number Formats
When CORE fills in the Smart Fields, it formats dates, times, and other values as follows:
- Dates: {CurrentDate}, {OpportunityClosedOn}, {OpportunityExpirationDate}, and {OpportunityTargetDate} follow the date format of the Culture Code of your home currency. Your home currency is set in the Currency field on the Company Information screen, and its Culture Code on the Currency screen. For example, with the Culture Code en-US, dates show as M/D/YYYY.
- Times: {CurrentTime} follows the time format of the same Culture Code, such as h:mm AM/PM for en-US. {CurrentDateTime} shows the date and time with seconds, such as M/D/YYYY h:mm:ss AM/PM for en-US.
- Amounts: Amount fields, such as {QuoteTotalBillAmount} and {ActivityBillAmount}, show a currency symbol and two decimal places, such as $1,050.00. In the {DetailedQuoteTable} and {SummarizedQuoteTable} tables, amounts show two decimal places without a currency symbol.
- Hours and units: Two decimal places, such as 6.00.
Basic Smart Fields
A Smart Field is the field name inside braces, such as {ProposalID}. Add it anywhere in the document, exactly as it appears in the Smart Field column, including the braces. CORE replaces it with the value when it creates the proposal. To copy Smart Fields from CORE into a Word proposal template, check Add Smart Fields to Word Templates.
The Field Name column shows the name in the Available Fields list on the Add Smart Field dialog.
| Field Name | Smart Field | Field Description |
| Client Stage | {ClientStage} | Client stage of the prospect, say Prospect or Client. |
| Company Address | {CompanyAddress} | Address of your company. |
| Company Email | {CompanyEmail} | Email address of your company. |
| Current Date | {CurrentDate} | Date on which CORE fills in the Smart Fields. |
| Current Date Time | {CurrentDateTime} | Date and time at which CORE fills in the Smart Fields. |
| Current Time | {CurrentTime} | Time at which CORE fills in the Smart Fields. |
| Detailed Quote Table | {DetailedQuoteTable} | The quote as a detailed table. Use it to add the quote as a ready-made table, without building one from loop fields. Place it alone in its own paragraph, outside any table. |
| Logged In User Email | {LoggedInUserEmail} | Email address of the logged in user. |
| Logged in User Name | {LoggedInUserName} | Name of the logged in user. |
| Logged In User Phone Number | {LoggedInUserPhoneNumber} | Phone number of the logged in user. |
| Opportunity City, State & Zip | {OpportunityCityStateZipcode} | City, state, and zip code of the opportunity. |
| Opportunity Closed On | {OpportunityClosedOn} | Date on which the opportunity was closed. |
| Opportunity Expiration Date | {OpportunityExpirationDate} | Expiration date of the opportunity. |
| Opportunity Forecast | {OpportunityForecast} | Weighted value of the opportunity, calculated as Probability % x Opportunity Value. |
| Opportunity ID | {OpportunityID} | ID of the opportunity. |
| Opportunity Primary Contact Name | {OpportunityPrimaryContactName} | Name of the primary contact of the opportunity. |
| Opportunity Project | {OpportunityProject} | Execution Project linked to the opportunity. It stays blank when the opportunity has no Execution Project. |
| Opportunity Stage | {OpportunityStage} | Stage of the opportunity. |
| Opportunity Status | {OpportunityStatus} | Status of the opportunity, say Active. |
| Opportunity Street Address | {OpportunityStreetAddress} | Street address of the opportunity. |
| Opportunity Target Date | {OpportunityTargetDate} | Target date of the opportunity. |
| Opportunity Type | {OpportunityType} | Type of the opportunity. |
| Opportunity Value | {OpportunityValue} | Monetary value of the opportunity. |
| Proposal ID | {ProposalID} | ID of the proposal. |
| Prospect City, State & Zip | {ProspectCityStateZipcode} | City, state, and zip code of the prospect. |
| Prospect Company | {ProspectCompany} | Company of the prospect. |
| Prospect Contact Address | {ProspectPrimaryContactAddress} | Address of the prospect contact. |
| Prospect Contact City, State & Zip | {ProspectPrimaryContactCityStateZip} | City, state, and zip code of the prospect contact. |
| Prospect Contact Email | {ProspectPrimaryContactEmail} | Email address of the prospect contact. |
| Prospect Contact First Name | {ProspectPrimaryContactFirstName} | First name of the prospect contact. |
| Prospect Contact ID | {ProspectPrimaryContactID} | ID of the prospect contact. |
| Prospect Contact Last Name | {ProspectPrimaryContactLastName} | Last name of the prospect contact. |
| Prospect Contact Name | {ProspectPrimaryContactName} | Name of the prospect contact. |
| Prospect Contact Phone number | {ProspectPrimaryContactPhonenumber} | Phone number of the prospect contact. |
| Prospect Contact Salutation | {ProspectPrimaryContactSalutation} | Salutation of the prospect contact, say Mr. or Ms. |
| Prospect Email | {ProspectEmail} | Email address of the prospect. |
| Prospect First Name | {ProspectFName} | First name of the prospect. |
| Prospect ID | {ProspectID} | ID of the prospect. |
| Prospect Last Name | {ProspectLName} | Last name of the prospect. |
| Prospect Name | {ProspectName} | Name of the prospect. |
| Prospect Phone number | {ProspectPhonenumber} | Phone number of the prospect. |
| Prospect Street Address | {ProspectStreetAddress} | Street address of the prospect. |
| Quote Discount | {QuoteDiscount} | Discount on the quote. |
| Quote ID | {QuoteID} | ID of the quote. |
| Quote Phase Count | {QuotePhaseCount} | Number of phases on the quote. |
| Quote Total Activity Count | {QuoteTotalActivityCount} | Number of activities on the quote. |
| Quote Total Bill Amount | {QuoteTotalBillAmount} | Total bill amount of the quote. |
| Quote Total Cost Amount | {QuoteTotalCostAmount} | Total cost amount of the quote. |
| Quote Total Expense Count | {QuoteTotalExpenseCount} | Number of expenses on the quote. |
| Quote Total Expenses Bill Amount | {QuoteTotalExpensesBillAmount} | Total bill amount of the expenses on the quote. |
| Quote Total Expenses Cost Amount | {QuoteTotalExpensesCostAmount} | Total cost amount of the expenses on the quote. |
| Quote Total Hours | {QuoteTotalHours} | Total hours on the quote. |
| Quote Total Services Bill Amount | {QuoteTotalServicesBillAmount} | Total bill amount of the services on the quote. |
| Quote Total Services Cost Amount | {QuoteTotalServicesCostAmount} | Total cost amount of the services on the quote. |
| Summarized Quote Table | {SummarizedQuoteTable} | The quote as a summarized table. Use it to add the quote as a ready-made table, without building one from loop fields. Place it alone in its own paragraph, outside any table. |
Loop Fields
Loop fields build lists from the quote in your proposal, such as a table that lists each phase with its activities and expenses under it. All loop fields pull their values from the phases, activities, and expenses on the quote, and show the values of one phase, activity, or expense at a time. To use them, place them inside a loop block. A loop block has a start marker, such as {#Phases}, and an end marker, such as {/Phases}. CORE repeats everything between the two markers one time for each item and fills in the loop fields with the values of that item. Outside a loop block, a loop field has no item to read from, so it stays blank.
The Quote fields, such as {QuoteTotalBillAmount} and {QuotePhaseCount}, also use quote data but are not loop fields. They show totals for the whole quote and work anywhere in the document.
Loop Blocks
| Loop Block | Repeats for Each | Fields You Can Use Inside |
| {#Phases} and {/Phases} | Top-level phase of the quote | Phase fields, except Phase Parent Name |
| {#AllPhases} and {/AllPhases} | Phase of the quote, including the phases under other phases, as one list | All Phase fields |
| {#PhaseActivities} and {/PhaseActivities} | Activity in the current phase. Place it inside a phase loop block. | Activity fields |
| {#PhaseExpenses} and {/PhaseExpenses} | Expense in the current phase. Place it inside a phase loop block. | Expense fields |
| {#AllActivities} and {/AllActivities} | Activity on the quote | Activity fields |
| {#AllExpenses} and {/AllExpenses} | Expense on the quote | Expense fields |
Type the loop markers exactly as shown, including capitalization. If CORE does not recognize a marker name, it leaves the whole block out of the proposal. In a Word table, place the start marker alone in the first cell of its own row and leave the other cells of that row empty. Place the end marker the same way in a row below. CORE repeats the rows between the two markers.
Example
This Word table lists each phase from the quote, including the phases under other phases, with the activities and expenses of each phase under it:
When CORE creates the proposal, the generated rows depend on the phases, activities, and expenses on the quote. For example:
Combined Rows
Inside a loop block, CORE combines the activities or expenses that have the same values in the ID, Group ID, Description, and Resource fields that you use in the loop. For example, if a loop uses only {ActivityDescription}, two activities called Drafting show as one row, with their hours and amounts added together.
In a combined row, CORE calculates the rates from the combined totals (amount divided by hours or units), and the Tax 1, Tax 2, and Tax 3 fields show the average tax percentage.
Phase Fields
Use these fields inside a {#Phases} or {#AllPhases} loop block.
| Field Name | Smart Field | Field Description |
| Phase Activity Count | {PhaseActivityCount} | Number of activities in the phase. |
| Phase Expense Count | {PhaseExpenseCount} | Number of expenses in the phase. |
| Phase Name | {PhaseName} | Name of the phase. |
| Phase Order | {PhaseOrder} | Order of the phase on the quote. |
| Phase Parent Name | {PhaseParentName} | Name of the parent of the phase. It works only inside the {#AllPhases} loop block. |
| Phase Total Bill Amount | {PhaseTotalBillAmount} | Total bill amount of the phase. |
| Phase Total Cost Amount | {PhaseTotalCostAmount} | Total cost amount of the phase. |
| Phase Total Expenses Bill Amount | {PhaseTotalExpensesBillAmount} | Total bill amount of the expenses in the phase. |
| Phase Total Expenses Cost Amount | {PhaseTotalExpensesCostAmount} | Total cost amount of the expenses in the phase. |
| Phase Total Hours | {PhaseTotalHours} | Total hours of the phase. |
| Phase Total Services Bill Amount | {PhaseTotalServicesBillAmount} | Total bill amount of the services in the phase. |
| Phase Total Services Cost Amount | {PhaseTotalServicesCostAmount} | Total cost amount of the services in the phase. |
Activity Fields
Use these fields inside a {#PhaseActivities} or {#AllActivities} loop block.
| Field Name | Smart Field | Field Description |
| Activity Bill Amount | {ActivityBillAmount} | Bill amount of the activity. |
| Activity Bill Rate | {ActivityRate} | Bill rate of the activity. |
| Activity Cost Amount | {ActivityCostAmount} | Cost amount of the activity. |
| Activity Cost Rate | {ActivityCostRate} | Cost rate of the activity. |
| Activity Description | {ActivityDescription} | Description of the activity. |
| Activity Group ID | {ActivityGroupID_Field} | Activity group of the activity. |
| Activity Hours | {ActivityHours} | Hours of the activity. |
| Activity ID | {ActivityID_Field} | ID of the activity. |
| Activity Memo | {ActivityMemo} | Memo of the activity. |
| Activity Resource | {ActivityResource} | Resource assigned to the activity. |
| Activity Tax 1 | {ActivityTax1} | Tax 1 on the activity. |
| Activity Tax 2 | {ActivityTax2} | Tax 2 on the activity. |
| Activity Tax 3 | {ActivityTax3} | Tax 3 on the activity. |
Expense Fields
Use these fields inside a {#PhaseExpenses} or {#AllExpenses} loop block.
| Field Name | Smart Field | Field Description |
| Expense Bill Amount | {ExpenseBillAmount} | Bill amount of the expense. |
| Expense Cost Amount | {ExpenseCostAmount} | Cost amount of the expense. |
| Expense Cost Rate | {ExpenseCostRate} | Cost rate of the expense. |
| Expense Description | {ExpenseDescription} | Description of the expense. |
| Expense Group ID | {ExpenseGroupID_Field} | Expense group of the expense. |
| Expense ID | {ExpenseID_Field} | ID of the expense. |
| Expense Markup | {ExpenseMarkup} | Markup of the expense. |
| Expense Memo | {ExpenseMemo} | Memo of the expense. |
| Expense Resource | {ExpenseResource} | Resource assigned to the expense. |
| Expense Tax 1 | {ExpenseTax1} | Tax 1 on the expense. |
| Expense Tax 2 | {ExpenseTax2} | Tax 2 on the expense. |
| Expense Tax 3 | {ExpenseTax3} | Tax 3 on the expense. |
| Expense Units | {ExpenseUnits} | Units of the expense. |